2023 Form 5500 filing — Calibre Systems, Inc. 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 20241008092050NAL0009498979001) for Calibre Systems, Inc. Profit Sharing Plan, reported by Calibre Systems, Inc. under EIN 52-1602142 and plan number 002. It reports 1,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$107.2MReported net assets$107,243,761
Participants1.1K1,150
Provider compensation$196.7K3 Schedule C row(s)$196,656
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008092050NAL0009498979001
Plan sponsor
Calibre Systems, Inc.
EIN
52-1602142
Plan number
002
Location
Alexandria, VA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$107.2M total assets
Net assets$107.2MLiabilities$0
Money in vs. money out
Total income / additions$24.6M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$2M
Participant$4.6M
Full reported line items
Total assets (EOY)
$107,243,761
Total liabilities (EOY)
$0
Net assets (EOY)
$107,243,761
Employer contributions
$2,036,733
Participant contributions
$4,644,594
Total income / additions
$24,551,490
Benefits paid
$9,065,080
Administrative expenses
$154,942
Total expenses
$9,223,227
Net increase / (decrease)
$15,328,263
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $154.9K · Indirect $4.5K
  2. 2
    INVESTMENT MANAGEMENT · Direct $0 · Indirect $37.2K
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008092050NAL0009498979001 cover?
It is the 2023 Form 5500 filing for Calibre Systems, Inc. Profit Sharing Plan, reported by Calibre Systems, Inc. (EIN 52-1602142).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages