Caloris Engineering, LLC — 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, Caloris Engineering, LLC (EIN 46-5314897) is a plan sponsor located in Easton, MD with 1 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
46-5314897
Location
Easton, MD
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,557,756
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,557,756

Contributions & income

Employer contributions
$160,063
Participant contributions
$539,458
Total income / additions
$1,699,240

Expenses & distributions

Benefits paid / distributions
$318,187
Total expenses
$324,238
Net increase / (decrease)
$1,375,002

Coverage

Total reported participants
73
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

Caloris Engineering, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Caloris Engineering, LLC 401(K) Plan00173$5,557,7562023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Caloris Engineering, LLC
YearPlanParticipantsSchedulesFiling
2023Caloris Engineering, LLC 401(K) Plan73I20241002131723NAL0008307217001

Related Form 5500 pages