2023 Form 5500 filing — Caliber Public Schools 401(K) Profit Sharing Plan And Trust
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 20241015154240NAL0014992675001) for Caliber Public Schools 401(K) Profit Sharing Plan And Trust, reported by Caliber Public Schools under EIN 46-1219795 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154240NAL0014992675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caliber Public Schools
- EIN
- 46-1219795
- Plan number
- 001
- Location
- Richmond, CA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,792,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,792,223
- Employer contributions
- $325,953
- Participant contributions
- $876,897
- Total income / additions
- $2,131,072
- Benefits paid
- $527,063
- Administrative expenses
- $44,387
- Total expenses
- $601,478
- Net increase / (decrease)
- $1,529,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $42,882 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $16,773 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,505 | not reported in the loaded dataset |