2023 Form 5500 filing — Carlsbad Technology, Inc. 401(K) Profit Sharing 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 20241015084340NAL0027856321001) for Carlsbad Technology, Inc. 401(K) Profit Sharing Plan, reported by Carlsbad Technology, Inc under EIN 33-0441961 and plan number 001. It reports 105 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)$4.3MReported net assets$4,318,577
Participants105
Provider compensation$27.5K3 Schedule C row(s)$27,472
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015084340NAL0027856321001
Plan sponsor
Carlsbad Technology, Inc
EIN
33-0441961
Plan number
001
Location
Carlsbad, 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)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$886.4K
Benefits paid / distributions$858.9K
Contributions
Employer$75.4K
Participant$357.2K
Full reported line items
Total assets (EOY)
$4,318,577
Total liabilities (EOY)
$0
Net assets (EOY)
$4,318,577
Employer contributions
$75,447
Participant contributions
$357,234
Total income / additions
$1,025,896
Benefits paid
$858,887
Administrative expenses
$27,473
Total expenses
$886,403
Net increase / (decrease)
$139,493
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$16.7K
    RECORD KEEPER · Direct $16.7K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $10.8K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015084340NAL0027856321001 cover?
It is the 2023 Form 5500 filing for Carlsbad Technology, Inc. 401(K) Profit Sharing Plan, reported by Carlsbad Technology, Inc (EIN 33-0441961).
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