How many benefit plans does The Caldwell Group, Inc. report on Form 5500?

The Caldwell Group, Inc. (EIN 36-2896884) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Caldwell Group, Inc.?

The Employer Identification Number (EIN) reported for The Caldwell Group, Inc. is 36-2896884.

What is the latest Form 5500 filing year for The Caldwell Group, Inc.?

The latest loaded Form 5500 filing year for The Caldwell Group, Inc. is 2023.

The Caldwell Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Caldwell Group, Inc. (EIN 36-2896884) is a plan sponsor located in Rockford, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-2896884
Location: Rockford, IL
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Caldwell Group, Inc.

2 loaded plans hold $0 in reported assets.
Plans cover 219 reported participants.
1 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans

Total reported assets$0

Total reported participants219

Total reported liabilities$0

Reported net position

Contributions & income

Total income / additions$0

Expenses & distributions

Benefits paid / distributions$855.3K

Total expenses$855.3K

Net increase / (decrease)-$855.3K

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan110Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Caldwell Group Employee Stock Ownership Plan$0
Plan #002 · 99 participants · 2023
2
The Caldwell Group Benefit Plannot reported in the loaded dataset
Plan #501 · 120 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Caldwell Group, Inc.. Open one for its full reported snapshot.

2023
Caldwell Group Employee Stock Ownership Plan99 participants · 2Sch I
View filing →
2023
The Caldwell Group Benefit Plan120 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Caldwell Group, Inc. report on Form 5500?: The Caldwell Group, Inc. (EIN 36-2896884) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Caldwell Group, Inc.?: The Employer Identification Number (EIN) reported for The Caldwell Group, Inc. is 36-2896884.
What is the latest Form 5500 filing year for The Caldwell Group, Inc.?: The latest loaded Form 5500 filing year for The Caldwell Group, Inc. is 2023.