Caufield & James Llp 401(K) Plan — Form 5500 plan (Caufield & James Llp)
Plain-English plan 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, Caufield & James Llp 401(K) Plan is a benefit plan reported by Caufield & James Llp under EIN 13-4282635 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $3,287,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caufield & James Llp
- EIN
- 13-4282635
- Plan number
- 001
- Plan type
- 2
- Location
- Chula Vista, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $3,287,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240730153757NAL0032245520001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,287,671
- Net assets (EOY)
- $3,287,671
- Net assets (BOY)
- $3,494,906
Income & contributions
- Employer contributions
- $19,141
- Participant contributions
- $60,000
- Total income / additions
- $265,905
Expenses & distributions
- Benefits paid
- $471,702
- Administrative expenses
- $1,438
- Total expenses
- $473,140
- Net increase / (decrease)
- -$207,235
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.