Calendar Holdings LLC 401k & Profit Sharing Plan — Form 5500 plan (Calendar Holdings 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, Calendar Holdings LLC 401k & Profit Sharing Plan is a benefit plan reported by Calendar Holdings LLC under EIN 26-4144504 and plan number 001. The latest loaded filing year is 2023. The filing reports 488 participants and $16,815,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calendar Holdings LLC
- EIN
- 26-4144504
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $16,815,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H, C | 20241015162449NAL0050429552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,815,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,815,647
- Net assets (BOY)
- $14,147,283
Income & contributions
- Employer contributions
- $360,653
- Participant contributions
- $755,880
- Total contributions
- $1,116,533
- Total income / additions
- $3,857,990
Expenses & distributions
- Benefits paid
- $1,142,882
- Administrative expenses
- $29,128
- Total expenses
- $1,189,626
- Net increase / (decrease)
- $2,668,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Fin Group LLC | SERVICE PROVIDER | $38,363 | $0 | 2023 |
| The Allocation Company, Inc. | TPA | $7,484 | $0 | 2023 |
| Voya Financial Services | INVESTMENT PRODUCT PROVI | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |