2023 Form 5500 filing — Calvert Street Capital Partners, Inc. 401(K) Profit Sharing 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 20240716154933NAL0007048754001) for Calvert Street Capital Partners, Inc. 401(K) Profit Sharing Plan, reported by Calvert Street Capital Partners, Inc. under EIN 52-1930752 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240716154933NAL0007048754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calvert Street Capital Partners, Inc.
- EIN
- 52-1930752
- Plan number
- 001
- Location
- Lutherville, MD
- Participants
- 21
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,814,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,814,300
- Employer contributions
- $113,931
- Participant contributions
- $369,925
- Total income / additions
- $1,167,165
- Benefits paid
- $674,737
- Administrative expenses
- $18,571
- Total expenses
- $693,308
- Net increase / (decrease)
- $473,857
- Schedule source
- Schedule I