2023 Form 5500 filing — Coco Beach Ventures, 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 20250315202616NAL0014928083001) for Coco Beach Ventures, Inc. Profit Sharing Plan, reported by Coco Beach Ventures, Inc. under EIN 47-1406854 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)$337.4KReported net assets$337,410
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250315202616NAL0014928083001
Plan sponsor
Coco Beach Ventures, Inc.
EIN
47-1406854
Plan number
001
Location
San Clemente, 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)$337.4K total assets
Net assets$337.4KLiabilities
Money in vs. money out
Total income / additions$6.4K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$337,410
Net assets (EOY)
$337,410
Total income / additions
$6,383
Total expenses
$0
Net increase / (decrease)
$6,383

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250315202616NAL0014928083001 cover?
It is the 2023 Form 5500 filing for Coco Beach Ventures, Inc. Profit Sharing Plan, reported by Coco Beach Ventures, Inc. (EIN 47-1406854).
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