2023 Form 5500 filing — Caleel Hayden LLC 401k Savings 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 20241015050955NAL0014128435001) for Caleel Hayden LLC 401k Savings Plan, reported by Caleel Hayden LLC under EIN 39-1878540 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015050955NAL0014128435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caleel Hayden LLC
- EIN
- 39-1878540
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,386,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,386,709
- Employer contributions
- $80,540
- Participant contributions
- $275,622
- Total income / additions
- $909,371
- Benefits paid
- $534,508
- Administrative expenses
- $7,690
- Total expenses
- $556,592
- Net increase / (decrease)
- $352,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Western Trust Bank | INVESTMENT/FINANCIAL ADVI | $5,586 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,104 | $0 |