Caly Builders, Inc. 401(K) Plan — Form 5500 plan (Caly Builders, 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, Caly Builders, Inc. 401(K) Plan is a benefit plan reported by Caly Builders, Inc. under EIN 54-0885768 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $3,462,973 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,462,973
Participants2Covered participants reported
Assets / participant$1.7MComputed: assets ÷ participants$1,731,487 (computed)
Provider compensationNone reported
Plan sponsor
Caly Builders, Inc.
EIN
54-0885768
Plan number
001
Plan type
2
Location
Stafford, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240724065840NAL0019825488001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$403.9K
Total expenses$6.7K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,462,973
Net assets (EOY)
$3,462,973
Net assets (BOY)
$3,065,821

Income & contributions

Total income / additions
$403,862

Expenses & distributions

Administrative expenses
$6,710
Total expenses
$6,710
Net increase / (decrease)
$397,152
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages