2023 Form 5500 filing — Circle Capital Management Company, Inc. 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 20250113200123NAL0030039968001) for Circle Capital Management Company, Inc. Profit Sharing Plan, reported by Circle Capital Management Company, Inc. under EIN 41-2025119 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$312KReported net assets$311,996
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250113200123NAL0030039968001
Plan sponsor
Circle Capital Management Company, Inc.
EIN
41-2025119
Plan number
001
Location
Wakefield, MA
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)$312K total assets
Net assets$312KLiabilities
Money in vs. money out
Total income / additions$101.3K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$311,996
Net assets (EOY)
$311,996
Total income / additions
$101,288
Net increase / (decrease)
$101,288

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250113200123NAL0030039968001 cover?
It is the 2023 Form 5500 filing for Circle Capital Management Company, Inc. Profit Sharing Plan, reported by Circle Capital Management Company, Inc. (EIN 41-2025119).
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