Calvert Street Capital Partners, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Calvert Street Capital Partners, 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, Calvert Street Capital Partners, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Calvert Street Capital Partners, Inc. under EIN 52-1930752 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $4,814,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calvert Street Capital Partners, Inc.
- EIN
- 52-1930752
- Plan number
- 001
- Plan type
- 2
- Location
- Lutherville, MD
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $4,814,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20240716154933NAL0007048754001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,814,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,814,300
- Net assets (BOY)
- $4,340,443
Income & contributions
- Employer contributions
- $113,931
- Participant contributions
- $369,925
- Total income / additions
- $1,167,165
Expenses & distributions
- Benefits paid
- $674,737
- Administrative expenses
- $18,571
- Total expenses
- $693,308
- Net increase / (decrease)
- $473,857
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.