Cavalesso Management Corporation Profit Sharing Plan — Form 5500 plan (Cavalesso Management Corporation)

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, Cavalesso Management Corporation Profit Sharing Plan is a benefit plan reported by Cavalesso Management Corporation under EIN 82-1904712 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $141,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cavalesso Management Corporation
EIN
82-1904712
Plan number
001
Plan type
2
Location
Sheridan, WY
Latest filing year
2023
Participants
2
End-of-year plan assets
$141,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20250808132549NAL0002644755001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$141,465
Net assets (EOY)
$141,465
Net assets (BOY)
$160,838

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$19,373

Expenses & distributions

Net increase / (decrease)
-$19,373

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages