Circle Equity, Inc. 401(K) Plan — Form 5500 plan (Circle Equity, 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, Circle Equity, Inc. 401(K) Plan is a benefit plan reported by Circle Equity, Inc. under EIN 82-3053993 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $120,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Circle Equity, Inc.
- EIN
- 82-3053993
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Palos Verdes, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $120,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250116141905NAL0037053888001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $120,536
- Net assets (EOY)
- $120,536
- Net assets (BOY)
- $118,839
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,697
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $1,697
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.