2023 Form 5500 filing — Standard Calibrations, Inc. Retirement 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 20240829102424NAL0026983154001) for Standard Calibrations, Inc. Retirement Plan, reported by Standard Calibrations, Inc. under EIN 54-1496330 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829102424NAL0026983154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Calibrations, Inc.
- EIN
- 54-1496330
- Plan number
- 001
- Location
- Chesapeake, VA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,530,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,530,901
- Employer contributions
- $294,100
- Participant contributions
- $505,394
- Total income / additions
- $2,959,911
- Benefits paid
- $808,742
- Administrative expenses
- $34,167
- Total expenses
- $842,909
- Net increase / (decrease)
- $2,117,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Choreo LLC | INVESTMENT ADVISOR | $14,154 | not reported in the loaded dataset |
| Cherry Bekaert Wealth Management | INVESTMENT ADVISOR | $13,088 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $4,955 | $0 |