Collective Equity 401k Trust — Form 5500 plan (Collective 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, Collective Equity 401k Trust is a benefit plan reported by Collective Equity Inc. under EIN 88-2792798 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $49,000,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collective Equity Inc.
- EIN
- 88-2792798
- Plan number
- 001
- Plan type
- 2
- Location
- St. Augustine, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $49,000,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20251030155917NAL0002110241001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $49,000,000
- Net assets (EOY)
- $49,000,000
- Net assets (BOY)
- $28,812
Income & contributions
- Total income / additions
- $48,971,188
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $48,971,188
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.