Calimira, LLC 401(K) Plan — Form 5500 plan (Calimira, LLC)

Plain-English plan 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, Calimira, LLC 401(K) Plan is a benefit plan reported by Calimira, LLC under EIN 02-0537431 and plan number 001. The latest loaded filing year is 2023. The filing reports 947 participants and $2,575,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calimira, LLC
EIN
02-0537431
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
947
End-of-year plan assets
$2,575,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023947H, C20241015142735NAL0029973681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,575,800
Total liabilities (EOY)
$0
Net assets (EOY)
$2,575,800
Net assets (BOY)
$1,932,708

Income & contributions

Employer contributions
$151,325
Participant contributions
$234,717
Total contributions
$387,113
Total income / additions
$736,019

Expenses & distributions

Benefits paid
$61,526
Administrative expenses
$20,522
Total expenses
$92,927
Net increase / (decrease)
$643,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$8,254$1,1782023
The Pension Design GroupRECORDKEEPER$6,887$02023
Raymond James Fin Serv AdvisorsINVESTMENT ADVISORY$5,393$02023

Related Form 5500 pages