2023 Form 5500 filing — Cupertino Electric, Inc. Profit Sharing And 401(K) 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 20241014183455NAL0047171760001) for Cupertino Electric, Inc. Profit Sharing And 401(K) Plan, reported by Cupertino Electric, Inc. under EIN 94-1403967 and plan number 006. It reports 790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$107.1MReported net assets$107,104,585
Participants790
Provider compensation$63.3K1 Schedule C row(s)$63,293
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014183455NAL0047171760001
Plan sponsor
Cupertino Electric, Inc.
EIN
94-1403967
Plan number
006
Location
San Jose, 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)$107.1M total assets
Net assets$107.1MLiabilities$0
Money in vs. money out
Total income / additions$30M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$3.7M
Participant$9M
Full reported line items
Total assets (EOY)
$107,104,585
Total liabilities (EOY)
$0
Net assets (EOY)
$107,104,585
Employer contributions
$3,731,708
Participant contributions
$9,035,453
Total income / additions
$29,962,282
Benefits paid
$9,094,565
Administrative expenses
$67,619
Total expenses
$9,166,582
Net increase / (decrease)
$20,795,700
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $63.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014183455NAL0047171760001 cover?
It is the 2023 Form 5500 filing for Cupertino Electric, Inc. Profit Sharing And 401(K) Plan, reported by Cupertino Electric, Inc. (EIN 94-1403967).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages