2023 Form 5500 filing — Cascade Kendall Employee Benefit Plan 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 20241210140007NAL0015832656001) for Cascade Kendall Employee Benefit Plan Trust, reported by Cascade Kendall Health Services, Ltd under EIN 26-3377573 and plan number 505. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2KReported net assets$3,228
Participants51
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241210140007NAL0015832656001
Plan sponsor
Cascade Kendall Health Services, Ltd
EIN
26-3377573
Plan number
505
Location
Boerne, TX
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)$3.2K total assets
Net assets$3.2KLiabilities
Money in vs. money out
Total income / additions$112K
Total expenses$264.5K
Benefits paid / distributions$216.3K
Contributions
EmployerNot reported
Participant$112K
Full reported line items
Total assets (EOY)
$3,228
Net assets (EOY)
$3,228
Participant contributions
$112,047
Total income / additions
$112,047
Benefits paid
$216,315
Administrative expenses
$48,161
Total expenses
$264,476
Net increase / (decrease)
-$152,429

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241210140007NAL0015832656001 cover?
It is the 2023 Form 5500 filing for Cascade Kendall Employee Benefit Plan Trust, reported by Cascade Kendall Health Services, Ltd (EIN 26-3377573).
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