Caldera Engineering 401(K) Plan — Form 5500 plan (Caldera Engineering, LLC)
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, Caldera Engineering 401(K) Plan is a benefit plan reported by Caldera Engineering, LLC under EIN 84-1375809 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $13,954,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caldera Engineering, LLC
- EIN
- 84-1375809
- Plan number
- 001
- Plan type
- 3
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $13,954,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240913102541NAL0019540706001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,954,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,954,064
- Net assets (BOY)
- $11,637,974
Income & contributions
- Employer contributions
- $347,300
- Participant contributions
- $724,959
- Total income / additions
- $3,353,300
Expenses & distributions
- Benefits paid
- $1,002,884
- Administrative expenses
- $34,326
- Total expenses
- $1,037,210
- Net increase / (decrease)
- $2,316,090
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.