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 Companies 401(K) Profit Sharing Plan is a benefit plan reported by Caldwell Watson Real Estate Group, Inc. under EIN 76-0312675 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $12,015,786 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,015,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,015,786
- Net assets (BOY)
- $10,304,406
Income & contributions
- Employer contributions
- $308,773
- Participant contributions
- $1,065,427
- Total contributions
- $1,481,781
- Total income / additions
- $3,482,848
Expenses & distributions
- Benefits paid
- $1,735,039
- Administrative expenses
- $36,429
- Total expenses
- $1,771,468
- Net increase / (decrease)
- $1,711,380