C-A-L Stores Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C-A-L Stores Companies, 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, C-A-L Stores Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C-A-L Stores Companies, Inc. under EIN 82-0427863 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,181 participants and $8,658,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C-A-L Stores Companies, Inc.
- EIN
- 82-0427863
- Plan number
- 001
- Plan type
- 2
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 1,181
- End-of-year plan assets
- $8,658,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,181 | H, C | 20241015170712NAL0015142643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,658,093
- Total liabilities (EOY)
- $70
- Net assets (EOY)
- $8,658,023
- Net assets (BOY)
- $7,958,359
Income & contributions
- Employer contributions
- $612,990
- Participant contributions
- $930,650
- Total contributions
- $1,578,135
- Total income / additions
- $2,969,252
Expenses & distributions
- Benefits paid
- $2,148,404
- Administrative expenses
- $121,184
- Total expenses
- $2,269,588
- Net increase / (decrease)
- $699,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nw Investment Consulting Dba Nwps | NONE | $82,926 | not reported in the loaded dataset | 2023 |
| Ascent Retirement Advisors LLC | NONE | $31,880 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $6,378 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C-A-L Stores Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Idaho Falls, ID
- Nw Investment Consulting Dba Nwps — Schedule C compensation
- Ascent Retirement Advisors LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation