Caliber Public Schools 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Caliber Public Schools)
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, Caliber Public Schools 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Caliber Public Schools under EIN 46-1219795 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $5,792,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caliber Public Schools
- EIN
- 46-1219795
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, CA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $5,792,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015154240NAL0014992675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,792,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,792,223
- Net assets (BOY)
- $4,262,629
Income & contributions
- Employer contributions
- $325,953
- Participant contributions
- $876,897
- Total contributions
- $1,250,517
- Total income / additions
- $2,131,072
Expenses & distributions
- Benefits paid
- $527,063
- Administrative expenses
- $44,387
- Total expenses
- $601,478
- Net increase / (decrease)
- $1,529,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $42,882 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $16,773 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,505 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caliber Public Schools
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Richmond, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation