Caltana Investment Properties, Inc. 401k Plan — Form 5500 plan (Caltana Investment Properties, 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, Caltana Investment Properties, Inc. 401k Plan is a benefit plan reported by Caltana Investment Properties, Inc. under EIN 46-2900104 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $54,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caltana Investment Properties, Inc.
- EIN
- 46-2900104
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood, WA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $54,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240524171304NAL0014300018001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $54,439
- Net assets (EOY)
- $54,439
- Net assets (BOY)
- $139,503
Income & contributions
- Participant contributions
- $150
- Total income / additions
- $150
Expenses & distributions
- Total expenses
- $85,214
- Net increase / (decrease)
- -$85,064
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.