Cabana Pep Solution — Form 5500 plan (At Retirement Services, 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, Cabana Pep Solution is a benefit plan reported by At Retirement Services, LLC under EIN 83-3455979 and plan number 035. The latest loaded filing year is 2023. The filing reports 0 participants and $1,771,026 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,771,026
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
At Retirement Services, LLC
EIN
83-3455979
Plan number
035
Plan type
3
Location
Pittsburgh, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230I20241014154022NAL0013553843001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$177K
Total expenses$4.1K
Benefits paid / distributions$569
Contributions
Employer$0
Participant$63.6K
Full reported line items

Net assets

Total assets (EOY)
$1,771,026
Total liabilities (EOY)
$0
Net assets (EOY)
$1,771,026
Net assets (BOY)
$0

Income & contributions

Employer contributions
$0
Participant contributions
$63,634
Total income / additions
$176,971

Expenses & distributions

Benefits paid
$569
Administrative expenses
$3,520
Total expenses
$4,089
Net increase / (decrease)
$172,882

Service provider compensation (Schedule C)

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

Related Form 5500 pages