2023 Form 5500 filing — Calico Brands, Inc. 401(K) 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 20240830052353NAL0008202579001) for Calico Brands, Inc. 401(K) Plan, reported by Calico Brands, Inc. under EIN 33-0588675 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16MReported net assets$15,964,026
Participants170
Provider compensation$69.4K3 Schedule C row(s)$69,385
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830052353NAL0008202579001
Plan sponsor
Calico Brands, Inc.
EIN
33-0588675
Plan number
001
Location
Ontario, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$777.2K
Benefits paid / distributions$706.8K
Contributions
Employer$267.5K
Participant$656.6K
Full reported line items
Total assets (EOY)
$15,964,026
Total liabilities (EOY)
$0
Net assets (EOY)
$15,964,026
Employer contributions
$267,477
Participant contributions
$656,623
Total income / additions
$3,167,235
Benefits paid
$706,812
Administrative expenses
$68,706
Total expenses
$777,237
Net increase / (decrease)
$2,389,998
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $41.4K · Indirect $681
  2. 2
    Adp, Inc.$27.3K
    RECORD KEEPER · Direct $27.3K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830052353NAL0008202579001 cover?
It is the 2023 Form 5500 filing for Calico Brands, Inc. 401(K) Plan, reported by Calico Brands, Inc. (EIN 33-0588675).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages