2023 Form 5500 filing — Calsoft Labs, Inc. 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 20241014133648NAL0044669712001) for Calsoft Labs, Inc. 401(K) Plan, reported by Calsoft Labs, Inc. under EIN 90-0642783 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133648NAL0044669712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calsoft Labs, Inc.
- EIN
- 90-0642783
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,370,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,370,552
- Employer contributions
- $25,217
- Participant contributions
- $362,387
- Total income / additions
- $607,998
- Benefits paid
- $196,834
- Administrative expenses
- $3,471
- Total expenses
- $200,305
- Net increase / (decrease)
- $407,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uniglobal Pension Planning Inc | CONTRACT ADMIN | $2,100 | $2,133 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $368 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |