Caloris Engineering, LLC 401(K) Plan — Form 5500 plan (Caloris Engineering, 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, Caloris Engineering, LLC 401(K) Plan is a benefit plan reported by Caloris Engineering, LLC under EIN 46-5314897 and plan number 001. The latest loaded filing year is 2023. The filing reports 73 participants and $5,557,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caloris Engineering, LLC
- EIN
- 46-5314897
- Plan number
- 001
- Plan type
- 2
- Location
- Easton, MD
- Latest filing year
- 2023
- Participants
- 73
- End-of-year plan assets
- $5,557,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 73 | I | 20241002131723NAL0008307217001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,557,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,557,756
- Net assets (BOY)
- $4,182,754
Income & contributions
- Employer contributions
- $160,063
- Participant contributions
- $539,458
- Total income / additions
- $1,699,240
Expenses & distributions
- Benefits paid
- $318,187
- Administrative expenses
- $337
- Total expenses
- $324,238
- Net increase / (decrease)
- $1,375,002
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.