2023 Form 5500 filing — Caldera Engineering 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 20240913102541NAL0019540706001) for Caldera Engineering 401(K) Plan, reported by Caldera Engineering, LLC under EIN 84-1375809 and plan number 001. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240913102541NAL0019540706001
Filing year
2023
Form type
3
Plan sponsor
Caldera Engineering, LLC
EIN
84-1375809
Plan number
001
Location
Provo, UT
Participants
71
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,954,064
Total liabilities (EOY)
$0
Net assets (EOY)
$13,954,064
Employer contributions
$347,300
Participant contributions
$724,959
Total income / additions
$3,353,300
Benefits paid
$1,002,884
Administrative expenses
$34,326
Total expenses
$1,037,210
Net increase / (decrease)
$2,316,090
Schedule source
Schedule I

Related Form 5500 pages