401(k)
2022 plan-year 401(k) DOL Form 5500

Carbahal & Company 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carbahal & Company, an Accountancy Corporation · California · Professional & Technical Services

What the 2023 filing shows

Carbahal & Company 401(k) Profit Sharing Plan & Trust holds N/A for 26 participants.

N/A
total plan assets (2022 EOY)
26
covered participants
Total Assets (2023)
N/A
Participants
26
State
Industry
Professional & Technical Services

What the Filing Says About Carbahal & Company 401(k) Profit Sharing Plan & Trust

Carbahal & Company 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Carbahal & Company, an Accountancy Corporation, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 26 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 680175530, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN680175530
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Carbahal & Company 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Carbahal & Company 401(k) Profit Sharing Plan & Trust holds N/A in total assets with 26 participants. It is sponsored by Carbahal & Company, an Accountancy Corporation.
What type of plan is Carbahal & Company 401(k) Profit Sharing Plan & Trust?
Carbahal & Company 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 680175530.
Who sponsors the Carbahal & Company 401(k) Profit Sharing Plan & Trust?
Carbahal & Company 401(k) Profit Sharing Plan & Trust is sponsored by Carbahal & Company, an Accountancy Corporation, located in California. The sponsor's EIN is 680175530 and the plan operates in the Professional & Technical Services industry.
How did Carbahal & Company 401(k) Profit Sharing Plan & Trust perform in 2022?
Carbahal & Company 401(k) Profit Sharing Plan & Trust held N/A in total assets at the end of 2022.
Where can I find official filings for Carbahal & Company 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Carbahal & Company 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 680175530 or plan name at efast.dol.gov.
How does Carbahal & Company 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Carbahal & Company 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 680175530.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.