Callibrity Solutions 401(K) Plan — Form 5500 plan (Callibrity Solutions, 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, Callibrity Solutions 401(K) Plan is a benefit plan reported by Callibrity Solutions, LLC under EIN 20-8677704 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $8,178,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Callibrity Solutions, LLC
- EIN
- 20-8677704
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $8,178,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20240912124824NAL0010152385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,178,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,178,962
- Net assets (BOY)
- $5,618,204
Income & contributions
- Employer contributions
- $1,115,816
- Participant contributions
- $1,289,849
- Total contributions
- $2,451,490
- Total income / additions
- $3,861,933
Expenses & distributions
- Benefits paid
- $1,280,657
- Administrative expenses
- $18,070
- Total expenses
- $1,301,175
- Net increase / (decrease)
- $2,560,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axecap Investments | RIA | $10,406 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co (Usa | RECORDKEEPER | $675 | not reported in the loaded dataset | 2023 |
| Benefits Administrators LLC | TPA | $675 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORD INVESTMENT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Callibrity Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Blue Ash, OH
- Axecap Investments — Schedule C compensation
- John Hancock Life Insurance Co (Usa — Schedule C compensation
- Benefits Administrators LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation