2023 Form 5500 filing — The Caldwell Manufacturing Company 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 20240821130817NAL0006262832001) for The Caldwell Manufacturing Company Profit Sharing Plan, reported by The Caldwell Manufacturing Company under EIN 16-0372360 and plan number 002. It reports 278 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
Participants278
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821130817NAL0006262832001
Plan sponsor
The Caldwell Manufacturing Company
EIN
16-0372360
Plan number
002
Location
Rochester, NY
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$1.1K
Total expenses$19K
Benefits paid / distributions$15K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$1,135
Benefits paid
$15,039
Administrative expenses
$3,948
Total expenses
$18,987
Net increase / (decrease)
-$17,852

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821130817NAL0006262832001 cover?
It is the 2023 Form 5500 filing for The Caldwell Manufacturing Company Profit Sharing Plan, reported by The Caldwell Manufacturing Company (EIN 16-0372360).
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