Plan5500

Caltrol, Inc. 401k Savings Plan — Form 5500 plan (Caltrol, 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, Caltrol, Inc. 401k Savings Plan is a benefit plan reported by Caltrol, Inc under EIN 95-3926313 and plan number 002. The latest loaded filing year is 2023. The filing reports 369 participants and $27,314,832 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caltrol, Inc
EIN
95-3926313
Plan number
002
Plan type
2
Location
Las Vegas, NV
Latest filing year
2023
Participants
369
End-of-year plan assets
$27,314,832

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241011184106NAL0012860563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,314,832
Total liabilities (EOY)
$0
Net assets (EOY)
$27,314,832
Net assets (BOY)
$23,201,102

Income & contributions

Participant contributions
$3,016,998
Total contributions
$3,343,731
Total income / additions
$7,320,905

Expenses & distributions

Benefits paid
$3,117,549
Administrative expenses
$65,916
Total expenses
$3,207,175
Net increase / (decrease)
$4,113,730

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Putnam InvestmentsRECORD-KEEPER$41,185$02023
Global Retirement Partners LLCINVESTMENT ADVISOR$28,371not reported in the loaded dataset2023

Related Form 5500 pages