2023 Form 5500 filing — Caladium Growth Management, Inc. Retirement 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 20240617092857NAL0001242017001) for Caladium Growth Management, Inc. Retirement Plan, reported by Caladium Growth Management, Inc. under EIN 87-3569230 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240617092857NAL0001242017001
Plan sponsor
Caladium Growth Management, Inc.
EIN
87-3569230
Plan number
001
Location
Dallas, TX
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.

Money in vs. money out
Total income / additions-$408.9K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
-$408,870
Total expenses
$0
Net increase / (decrease)
-$408,870

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617092857NAL0001242017001 cover?
It is the 2023 Form 5500 filing for Caladium Growth Management, Inc. Retirement Plan, reported by Caladium Growth Management, Inc. (EIN 87-3569230).
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