Cal Farley'S 401(K) Plan — Form 5500 plan (Cal Farley'S)
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, Cal Farley'S 401(K) Plan is a benefit plan reported by Cal Farley'S under EIN 75-0808768 and plan number 002. The latest loaded filing year is 2023. The filing reports 419 participants and $25,997,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cal Farley'S
- EIN
- 75-0808768
- Plan number
- 002
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $25,997,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241010012052NAL0038818866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,997,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,997,059
- Net assets (BOY)
- $24,958,857
Income & contributions
- Employer contributions
- $585,856
- Participant contributions
- $808,779
- Total contributions
- $1,398,560
- Total income / additions
- $5,153,005
Expenses & distributions
- Benefits paid
- $4,030,499
- Administrative expenses
- $65,227
- Total expenses
- $4,114,803
- Net increase / (decrease)
- $1,038,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $4,953 | not reported in the loaded dataset | 2023 |