2023 Form 5500 filing — Cottle, Carr, Yaw Architects, Ltd. 401k 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 20241025065634NAL0004277826001) for Cottle, Carr, Yaw Architects, Ltd. 401k Profit Sharing Plan, reported by Cottle, Carr, Yaw Profit Sharing 401k under EIN 84-0614762 and plan number 001. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,613,723
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241025065634NAL0004277826001
Plan sponsor
Cottle, Carr, Yaw Profit Sharing 401k
EIN
84-0614762
Plan number
001
Location
Basalt, CO
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)$6.6M total assets
Net assets$6.6MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$105.4K
Participant$457.8K
Full reported line items
Total assets (EOY)
$6,613,723
Net assets (EOY)
$6,613,723
Employer contributions
$105,400
Participant contributions
$457,801
Total income / additions
$1,661,316
Benefits paid
$2,081,846
Administrative expenses
$9,852
Total expenses
$2,091,698
Net increase / (decrease)
-$430,382

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241025065634NAL0004277826001 cover?
It is the 2023 Form 5500 filing for Cottle, Carr, Yaw Architects, Ltd. 401k Profit Sharing Plan, reported by Cottle, Carr, Yaw Profit Sharing 401k (EIN 84-0614762).
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