2023 Form 5500 filing — Intercam Financial Services Inc Cash Balance Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010142541NAL0040462338001) for Intercam Financial Services Inc Cash Balance Plan, reported by Intercam Financial Services Inc under EIN 01-0875110 and plan number 002. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,978,222
Participants154
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010142541NAL0040462338001
Plan sponsor
Intercam Financial Services Inc
EIN
01-0875110
Plan number
002
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$439.4K
Total expenses$14.8K
Benefits paid / distributions$0
Contributions
Employer$24.2K
Participant$0
Full reported line items
Total assets (EOY)
$1,978,222
Total liabilities (EOY)
$0
Net assets (EOY)
$1,978,222
Employer contributions
$24,245
Participant contributions
$0
Total income / additions
$439,450
Benefits paid
$0
Administrative expenses
$14,823
Total expenses
$14,823
Net increase / (decrease)
$424,627

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010142541NAL0040462338001 cover?
It is the 2023 Form 5500 filing for Intercam Financial Services Inc Cash Balance Plan, reported by Intercam Financial Services Inc (EIN 01-0875110).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages