Caldwell Holding Company 401(K) Plan — Form 5500 plan (Caldwell Holding Company)
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 Holding Company 401(K) Plan is a benefit plan reported by Caldwell Holding Company under EIN 72-0993130 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $8,466,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caldwell Holding Company
- EIN
- 72-0993130
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, LA
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $8,466,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241015125000NAL0057680290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,466,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,466,970
- Net assets (BOY)
- $7,232,706
Income & contributions
- Employer contributions
- $278,226
- Participant contributions
- $355,346
- Total contributions
- $685,643
- Total income / additions
- $2,054,333
Expenses & distributions
- Benefits paid
- $807,929
- Administrative expenses
- $12,140
- Total expenses
- $820,069
- Net increase / (decrease)
- $1,234,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mid Atlantic Trust Company | NONE | $10,873 | $0 | 2023 |
| Leon E Werntz & Associates, Inc. | NONE | $0 | $0 | 2023 |