2023 Form 5500 filing — Circle Equity, Inc. 401(K) 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 20250116141905NAL0037053888001) for Circle Equity, Inc. 401(K) Plan, reported by Circle Equity, Inc. under EIN 82-3053993 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250116141905NAL0037053888001
Filing year
2023
Form type
2
Plan sponsor
Circle Equity, Inc.
EIN
82-3053993
Plan number
001
Location
Rancho Palos Verdes, CA
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$120,536
Net assets (EOY)
$120,536
Employer contributions
$0
Participant contributions
$0
Total income / additions
$1,697
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,697
Schedule source
Schedule I

Related Form 5500 pages