Cupertino Capital, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Healo Capital, Inc.)
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, Cupertino Capital, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Healo Capital, Inc. under EIN 81-1230603 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healo Capital, Inc.
- EIN
- 81-1230603
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder City, NV
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240306155933NAL0025568721001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $10,282,276
Income & contributions
- Employer contributions
- $60,089
- Participant contributions
- $45,000
- Total income / additions
- $55,372
Expenses & distributions
- Benefits paid
- $1,164,003
- Administrative expenses
- $7,479
- Total expenses
- $1,171,482
- Net increase / (decrease)
- -$1,116,110
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.