2023 Form 5500 filing — Callibrity Solutions 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 20240912124824NAL0010152385001) for Callibrity Solutions 401(K) Plan, reported by Callibrity Solutions, LLC under EIN 20-8677704 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912124824NAL0010152385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Callibrity Solutions, LLC
- EIN
- 20-8677704
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,178,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,178,962
- Employer contributions
- $1,115,816
- Participant contributions
- $1,289,849
- Total income / additions
- $3,861,933
- Benefits paid
- $1,280,657
- Administrative expenses
- $18,070
- Total expenses
- $1,301,175
- Net increase / (decrease)
- $2,560,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axecap Investments | RIA | $10,406 | not reported in the loaded dataset |
| John Hancock Life Insurance Co (Usa | RECORDKEEPER | $675 | not reported in the loaded dataset |
| Benefits Administrators LLC | TPA | $675 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORD INVESTMENT | $0 | $0 |