Plan5500

Calsoft Labs, Inc. 401(K) Plan — Form 5500 plan (Calsoft Labs, 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, Calsoft Labs, Inc. 401(K) Plan is a benefit plan reported by Calsoft Labs, Inc. under EIN 90-0642783 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $2,370,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calsoft Labs, Inc.
EIN
90-0642783
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
366
End-of-year plan assets
$2,370,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20241014133648NAL0044669712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,370,552
Total liabilities (EOY)
$0
Net assets (EOY)
$2,370,552
Net assets (BOY)
$1,962,859

Income & contributions

Employer contributions
$25,217
Participant contributions
$362,387
Total contributions
$387,604
Total income / additions
$607,998

Expenses & distributions

Benefits paid
$196,834
Administrative expenses
$3,471
Total expenses
$200,305
Net increase / (decrease)
$407,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Uniglobal Pension Planning IncCONTRACT ADMIN$2,100$2,1332023
Empower Advisory Group, LLCINVESTMENT MGMT$368not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages