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, Calico Cottage, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Calico Cottage, Inc. under EIN 11-2687580 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $19,942,651 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,942,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,942,651
- Net assets (BOY)
- $16,278,517
Income & contributions
- Employer contributions
- $63,235
- Participant contributions
- $504,218
- Total contributions
- $1,095,548
- Total income / additions
- $4,267,834
Expenses & distributions
- Benefits paid
- $600,748
- Administrative expenses
- $25
- Total expenses
- $606,321
- Net increase / (decrease)
- $3,661,513