2023 Form 5500 filing — Astin, Carr & Company 401(K) Profit Sharing Plan & 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 20260116171629NAL0017761969001) for Astin, Carr & Company 401(K) Profit Sharing Plan & Trust, reported by Astin, Carr & Company under EIN 95-3363772 and plan number 003. It reports 4 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$3,292,614
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20260116171629NAL0017761969001
Plan sponsor
Astin, Carr & Company
EIN
95-3363772
Plan number
003
Location
Agoura Hills, 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
Money in vs. money out
Total income / additions$398.4K
Total expenses$88.5K
Benefits paid / distributions$88.5K
Contributions
Employer$92K
Participant$61K
Full reported line items
Total assets (EOY)
$3,292,614
Net assets (EOY)
$3,292,614
Employer contributions
$92,000
Participant contributions
$61,000
Total income / additions
$398,356
Benefits paid
$88,547
Administrative expenses
$0
Total expenses
$88,547
Net increase / (decrease)
$309,809

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260116171629NAL0017761969001 cover?
It is the 2023 Form 5500 filing for Astin, Carr & Company 401(K) Profit Sharing Plan & Trust, reported by Astin, Carr & Company (EIN 95-3363772).
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