Calibre Systems, 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, Calibre Systems, Inc. (EIN 52-1602142) is a plan sponsor located in Alexandria, VA with 3 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
52-1602142
Location
Alexandria, VA
Loaded plans
3
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 Calibre Systems, Inc.

  • 3 loaded plans hold $231.4M in reported assets.
  • The largest, Calibre Systems, Inc. Employee Stock Ownership Plan, holds 54% of this company's reported plan assets.
  • Plans cover 2,978 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$187.8MSummed across loaded plans$187,827,778
Total reported assets$231.4M$231,444,129
Total reported participants3K2,978
Total reported liabilities$43.6M$43,616,351

Reported net position

Reported assets = net assets + liabilities (summed)$231.4M total assets
Net assets$187.8MLiabilities$43.6M
Contributions & income
Employer contributions$4.1M
Participant contributions$4.6M
Total income / additions$20.7M
Expenses & distributions
Benefits paid / distributions$18.3M
Total expenses$18.9M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Largest plan share of assets54%Calibre Systems, Inc. Employee Stock Ownership Plan
Participants per plan993Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #003 · 1,160 participants · 2023
  2. 2
    Plan #002 · 1,150 participants · 2023
  3. 3
    Calibre Systems, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 668 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Calibre Systems, Inc.. Open one for its full reported snapshot.

  1. 2023
    Calibre Systems, Inc. Health And Welfare Plan668 participants · 2No schedules
    View filing →
  2. 2023
    Calibre Systems, Inc. Profit Sharing Plan1,150 participants · 2Sch HSch C
    View filing →
  3. 2023
    Calibre Systems, Inc. Employee Stock Ownership Plan1,160 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Calibre Systems, Inc. report on Form 5500?
Calibre Systems, Inc. (EIN 52-1602142) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Calibre Systems, Inc.?
The Employer Identification Number (EIN) reported for Calibre Systems, Inc. is 52-1602142.
What is the latest Form 5500 filing year for Calibre Systems, Inc.?
The latest loaded Form 5500 filing year for Calibre Systems, Inc. is 2023.

Related Form 5500 pages