Calvert Masonry, Inc. Employee Stock Ownership And Savings Plan — Form 5500 plan (Calvert Masonry, 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 Masonry, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Calvert Masonry, Inc. under EIN 54-1692006 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $11,443,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calvert Masonry, Inc.
- EIN
- 54-1692006
- Plan number
- 002
- Plan type
- 2
- Location
- Manassas, VA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $11,443,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H | 20241015140748NAL0016582339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,443,801
- Total liabilities (EOY)
- $1,032,854
- Net assets (EOY)
- $10,410,947
- Net assets (BOY)
- $10,352,785
Income & contributions
- Employer contributions
- $550,000
- Participant contributions
- $135,653
- Total contributions
- $702,037
- Total income / additions
- $509,766
Expenses & distributions
- Benefits paid
- $435,929
- Administrative expenses
- $1,336
- Total expenses
- $451,604
- Net increase / (decrease)
- $58,162
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.