Caldwell Tanks Profit Sharing 401(K) Plan — Form 5500 plan (Caldwell Tanks, 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, Caldwell Tanks Profit Sharing 401(K) Plan is a benefit plan reported by Caldwell Tanks, Inc. under EIN 61-0148890 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $27,248,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caldwell Tanks, Inc.
- EIN
- 61-0148890
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $27,248,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20241015142137NAL0049872560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,248,775
- Total liabilities (EOY)
- $99
- Net assets (EOY)
- $27,248,676
- Net assets (BOY)
- $22,872,481
Income & contributions
- Employer contributions
- $719,218
- Participant contributions
- $1,124,850
- Total contributions
- $2,091,487
- Total income / additions
- $5,843,044
Expenses & distributions
- Benefits paid
- $1,374,388
- Administrative expenses
- $77,159
- Total expenses
- $1,453,230
- Net increase / (decrease)
- $4,389,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stock Yards Bank And Trust Co. | OTHER FEES | $0 | $36,262 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,237 | $0 | 2023 |
| Voya Retirement Insurance | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caldwell Tanks, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Stock Yards Bank And Trust Co. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Voya Retirement Insurance — Schedule C compensation