2023 Form 5500 filing — Collective Equity 401k 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 20251030155917NAL0002110241001) for Collective Equity 401k Trust, reported by Collective Equity Inc. under EIN 88-2792798 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20251030155917NAL0002110241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collective Equity Inc.
- EIN
- 88-2792798
- Plan number
- 001
- Location
- St. Augustine, FL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,000,000
- Net assets (EOY)
- $49,000,000
- Total income / additions
- $48,971,188
- Total expenses
- $0
- Net increase / (decrease)
- $48,971,188
- Schedule source
- Schedule I