Calvary Design Team, Inc. 401(K) Plan — Form 5500 plan (Calvary Design Team, Inc. Dba Calvary Robotics)
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, Calvary Design Team, Inc. 401(K) Plan is a benefit plan reported by Calvary Design Team, Inc. Dba Calvary Robotics under EIN 06-1468155 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $36,251,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calvary Design Team, Inc. Dba Calvary Robotics
- EIN
- 06-1468155
- Plan number
- 001
- Plan type
- 2
- Location
- Webster, NY
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $36,251,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20240927101249NAL0001863985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,251,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,251,376
- Net assets (BOY)
- $31,881,488
Income & contributions
- Employer contributions
- $657,879
- Participant contributions
- $2,683,887
- Total contributions
- $3,981,277
- Total income / additions
- $9,849,840
Expenses & distributions
- Benefits paid
- $5,381,761
- Administrative expenses
- $98,191
- Total expenses
- $5,479,952
- Net increase / (decrease)
- $4,369,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $61,350 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,841 | $0 | 2023 |
| Freed Maxick Cpas P.C. | PLAN SPONSOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calvary Design Team, Inc. Dba Calvary Robotics
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Webster, NY
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Freed Maxick Cpas P.C. — Schedule C compensation