Caleel Hayden LLC 401k Savings Plan — Form 5500 plan (Caleel Hayden 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, Caleel Hayden LLC 401k Savings Plan is a benefit plan reported by Caleel Hayden LLC under EIN 39-1878540 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $3,386,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caleel Hayden LLC
- EIN
- 39-1878540
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $3,386,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241015050955NAL0014128435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,386,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,386,709
- Net assets (BOY)
- $3,033,930
Income & contributions
- Employer contributions
- $80,540
- Participant contributions
- $275,622
- Total contributions
- $356,162
- Total income / additions
- $909,371
Expenses & distributions
- Benefits paid
- $534,508
- Administrative expenses
- $7,690
- Total expenses
- $556,592
- Net increase / (decrease)
- $352,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Western Trust Bank | INVESTMENT/FINANCIAL ADVI | $5,586 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,104 | $0 | 2023 |