2023 Form 5500 filing — Caliche, Ltd 401k

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240313130711NAL0043391392001) for Caliche, Ltd 401k, reported by Caliche, Ltd under EIN 20-0396996 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$633.3KReported net assets$633,271
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240313130711NAL0043391392001
Plan sponsor
Caliche, Ltd
EIN
20-0396996
Plan number
001
Location
Magnolia, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$633.3K total assets
Net assets$633.3KLiabilities
Money in vs. money out
Total income / additions$160.2K
Total expenses$605.4K
Benefits paid / distributions$605K
Contributions
Employer$17.7K
Participant$37.4K
Full reported line items
Total assets (EOY)
$633,271
Net assets (EOY)
$633,271
Employer contributions
$17,731
Participant contributions
$37,413
Total income / additions
$160,187
Benefits paid
$604,956
Administrative expenses
$465
Total expenses
$605,421
Net increase / (decrease)
-$445,234

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240313130711NAL0043391392001 cover?
It is the 2023 Form 5500 filing for Caliche, Ltd 401k, reported by Caliche, Ltd (EIN 20-0396996).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages