2023 Form 5500 filing — Carmel Mountain Preschool, Inc. Cross-Tested 401(K) 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 20250310183905NAL0016641201001) for Carmel Mountain Preschool, Inc. Cross-Tested 401(K) Profit Sharing Plan, reported by Carmel Mountain Preschool, Inc. under EIN 95-3863531 and plan number 001. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,340,332
Participants71
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250310183905NAL0016641201001
Plan sponsor
Carmel Mountain Preschool, Inc.
EIN
95-3863531
Plan number
001
Location
San Diego, CA
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$607.3K
Total expenses$118.6K
Benefits paid / distributions$111.8K
Contributions
Employer$66.2K
Participant$128K
Full reported line items
Total assets (EOY)
$3,340,332
Total liabilities (EOY)
$0
Net assets (EOY)
$3,340,332
Employer contributions
$66,208
Participant contributions
$128,015
Total income / additions
$607,315
Benefits paid
$111,795
Administrative expenses
$6,803
Total expenses
$118,598
Net increase / (decrease)
$488,717

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250310183905NAL0016641201001 cover?
It is the 2023 Form 5500 filing for Carmel Mountain Preschool, Inc. Cross-Tested 401(K) Profit Sharing Plan, reported by Carmel Mountain Preschool, Inc. (EIN 95-3863531).
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