2023 Form 5500 filing — Caldwell Companies 401(K) 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 20250131152908NAL0002480417001) for Caldwell Companies 401(K) Profit Sharing Plan, reported by Caldwell Watson Real Estate Group, Inc. under EIN 76-0312675 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131152908NAL0002480417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caldwell Watson Real Estate Group, Inc.
- EIN
- 76-0312675
- Plan number
- 002
- Location
- Cypress, TX
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,015,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,015,786
- Employer contributions
- $308,773
- Participant contributions
- $1,065,427
- Total income / additions
- $3,482,848
- Benefits paid
- $1,735,039
- Administrative expenses
- $36,429
- Total expenses
- $1,771,468
- Net increase / (decrease)
- $1,711,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calderwood Financial Strategies | ADVISOR | $33,013 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,022 | $0 |