Calvary Industries, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Calvary Industries, Inc.)

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 Industries, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Calvary Industries, Inc. under EIN 31-1127024 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $9,399,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calvary Industries, Inc.
EIN
31-1127024
Plan number
001
Plan type
2
Location
Fairfield, OH
Latest filing year
2023
Participants
151
End-of-year plan assets
$9,399,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240904080838NAL0032370704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,399,850
Total liabilities (EOY)
$0
Net assets (EOY)
$9,399,850
Net assets (BOY)
$7,590,729

Income & contributions

Employer contributions
$312,148
Participant contributions
$831,367
Total contributions
$1,143,515
Total income / additions
$2,615,521

Expenses & distributions

Benefits paid
$780,299
Administrative expenses
$26,101
Total expenses
$806,400
Net increase / (decrease)
$1,809,121

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncSERVICE PROVIDER$0$22,2752023

Related Form 5500 pages