2023 Form 5500 filing — Calcium Products Inc. Retirement 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 20241226091348NAL0024680434001) for Calcium Products Inc. Retirement Savings Plan, reported by Calcium Products Inc. under EIN 42-1300275 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226091348NAL0024680434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calcium Products Inc.
- EIN
- 42-1300275
- Plan number
- 001
- Location
- Ames, IA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,255,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,255,637
- Employer contributions
- $295,887
- Participant contributions
- $582,318
- Total income / additions
- $1,656,226
- Benefits paid
- $416,964
- Administrative expenses
- $25,947
- Total expenses
- $453,206
- Net increase / (decrease)
- $1,203,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $11,382 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $6,070 | $0 |
| Superiorusa Corporation | RECORDKEEPER | $2,830 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $946 | not reported in the loaded dataset |