401k Plan data: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST plan

CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALO CAPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: HEALO CAPITAL, INC.

Employer identification number (EIN): 811230603

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$-9,166,166
Total income from all sources	2023-12-31	$55,372
Expenses. Total of all expenses incurred	2023-12-31	$1,171,482
Benefits paid (including direct rollovers)	2023-12-31	$1,164,003
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$10,282,276
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$45,000
Other income received	2023-12-31	$-49,717
Net income (gross income less expenses)	2023-12-31	$-1,116,110
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$10,282,276
Total contributions received or receivable from employer(s)	2023-12-31	$60,089
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$7,479
2022 : CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$1,015,320
Expenses. Total of all expenses incurred	2022-12-31	$265,446
Benefits paid (including direct rollovers)	2022-12-31	$250,000
Total plan assets at end of year	2022-12-31	$10,282,276
Total plan assets at beginning of year	2022-12-31	$9,532,402
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$39,000
Assets. Value of loans (other than to participants)	2022-12-31	$101,133
Other income received	2022-12-31	$976,320
Net income (gross income less expenses)	2022-12-31	$749,874
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,282,276
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,532,402
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$10,132,248
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,446
2021 : CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$2,661,266
Expenses. Total of all expenses incurred	2021-12-31	$1,064,950
Benefits paid (including direct rollovers)	2021-12-31	$1,060,000
Total plan assets at end of year	2021-12-31	$9,532,402
Total plan assets at beginning of year	2021-12-31	$7,936,086
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$39,000
Assets. Value of loans (other than to participants)	2021-12-31	$619,960
Other income received	2021-12-31	$2,565,133
Net income (gross income less expenses)	2021-12-31	$1,596,316
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,532,402
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,936,086
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$7,682,195
Total contributions received or receivable from employer(s)	2021-12-31	$57,133
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$440,732
Expenses. Total of all expenses incurred	2020-12-31	$308,704
Benefits paid (including direct rollovers)	2020-12-31	$305,000
Total plan assets at end of year	2020-12-31	$7,936,086
Total plan assets at beginning of year	2020-12-31	$7,804,058
Value of fidelity bond covering the plan	2020-12-31	$750,000
Total contributions received or receivable from participants	2020-12-31	$39,000
Assets. Value of loans (other than to participants)	2020-12-31	$819,960
Other income received	2020-12-31	$374,516
Net income (gross income less expenses)	2020-12-31	$132,028
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,936,086
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,804,058
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$6,820,729
Total contributions received or receivable from employer(s)	2020-12-31	$27,216
Value of certain deemed distributions of participant loans	2020-12-31	$3,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$698,727
Expenses. Total of all expenses incurred	2019-12-31	$365,564
Benefits paid (including direct rollovers)	2019-12-31	$359,200
Total plan assets at end of year	2019-12-31	$7,804,058
Total plan assets at beginning of year	2019-12-31	$7,470,895
Value of fidelity bond covering the plan	2019-12-31	$750,000
Total contributions received or receivable from participants	2019-12-31	$88,000
Assets. Value of loans (other than to participants)	2019-12-31	$937,124
Other income received	2019-12-31	$569,656
Net income (gross income less expenses)	2019-12-31	$333,163
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,804,058
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,470,895
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$6,500,000
Total contributions received or receivable from employer(s)	2019-12-31	$41,071
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST

2023: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN [EIN = 770209762]

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Company Name:	HEALO CAPITAL, INC.
Employer identification number (EIN):	811230603
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate