Cabi LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cabi LLC)
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, Cabi LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cabi LLC under EIN 20-0571574 and plan number 003. The latest loaded filing year is 2023. The filing reports 257 participants and $15,195,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cabi LLC
- EIN
- 20-0571574
- Plan number
- 003
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $15,195,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20240925150713NAL0027102562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,195,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,195,097
- Net assets (BOY)
- $12,257,090
Income & contributions
- Employer contributions
- $523,674
- Participant contributions
- $936,120
- Total contributions
- $1,459,794
- Total income / additions
- $3,578,077
Expenses & distributions
- Benefits paid
- $605,705
- Administrative expenses
- $34,365
- Total expenses
- $640,070
- Net increase / (decrease)
- $2,938,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $14,566 | not reported in the loaded dataset | 2023 |
| Clearview 401k Consultants Inc | ADVISOR | $14,171 | not reported in the loaded dataset | 2023 |