2023 Form 5500 filing — Calamos Profit Sharing 401(K) Plan
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 20240710095243NAL0008487363001) for Calamos Profit Sharing 401(K) Plan, reported by Calamos Investments LLC under EIN 20-1768357 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710095243NAL0008487363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calamos Investments LLC
- EIN
- 20-1768357
- Plan number
- 001
- Location
- Naperville, IL
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,591,608
- Net assets (EOY)
- $171,591,608
- Employer contributions
- $5,474,690
- Participant contributions
- $6,238,852
- Total income / additions
- $38,652,991
- Benefits paid
- $12,661,742
- Administrative expenses
- $13,409
- Total expenses
- $12,715,836
- Net increase / (decrease)
- $25,937,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $6,942 | not reported in the loaded dataset |
| Frazier Financial Advisors LLC | NONE | $6,334 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,846 | $0 |