2023 Form 5500 filing — Caltak Enterprise Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240403084739NAL0007337123001) for Caltak Enterprise Profit Sharing Plan, reported by Caltak Enterprise, LLC under EIN 06-1831686 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$815KReported net assets$815,026
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240403084739NAL0007337123001
Plan sponsor
Caltak Enterprise, LLC
EIN
06-1831686
Plan number
001
Location
Miami, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$815K total assets
Net assets$815KLiabilities$0
Money in vs. money out
Total income / additions$51.6K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$10K
Participant$0
Full reported line items
Total assets (EOY)
$815,026
Total liabilities (EOY)
$0
Net assets (EOY)
$815,026
Employer contributions
$10,000
Participant contributions
$0
Total income / additions
$51,580
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$51,580

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240403084739NAL0007337123001 cover?
It is the 2023 Form 5500 filing for Caltak Enterprise Profit Sharing Plan, reported by Caltak Enterprise, LLC (EIN 06-1831686).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages