2023 Form 5500 filing — Caltana Investment Properties, Inc. 401k 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 20240524171304NAL0014300018001) for Caltana Investment Properties, Inc. 401k Plan, reported by Caltana Investment Properties, Inc. under EIN 46-2900104 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$54.4KReported net assets$54,439
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524171304NAL0014300018001
Plan sponsor
Caltana Investment Properties, Inc.
EIN
46-2900104
Plan number
001
Location
Lakewood, WA
Received date
not reported in the loaded dataset
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)$54.4K total assets
Net assets$54.4KLiabilities
Money in vs. money out
Total income / additions$150
Total expenses$85.2K
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$150
Full reported line items
Total assets (EOY)
$54,439
Net assets (EOY)
$54,439
Participant contributions
$150
Total income / additions
$150
Total expenses
$85,214
Net increase / (decrease)
-$85,064

Related Form 5500 pages