2023 Form 5500 filing — Cork, Cask & Casa 401k Trust

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 20241015204226NAL0051291200001) for Cork, Cask & Casa 401k Trust, reported by Cork, Cask And Casa Inc under EIN 42-2830943 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$145KReported net assets$144,998
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015204226NAL0051291200001
Plan sponsor
Cork, Cask And Casa Inc
EIN
42-2830943
Plan number
001
Location
Corolla, NC
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$145K total assets
Net assets$145KLiabilities
Money in vs. money out
Total income / additions-$49.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$144,998
Net assets (EOY)
$144,998
Total income / additions
-$49,551
Total expenses
$0
Net increase / (decrease)
-$49,551

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015204226NAL0051291200001 cover?
It is the 2023 Form 5500 filing for Cork, Cask & Casa 401k Trust, reported by Cork, Cask And Casa Inc (EIN 42-2830943).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages