2023 Form 5500 filing — Calmax Technology, Inc. 401(K) 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 20240919110239NAL0005852177001) for Calmax Technology, Inc. 401(K) Profit Sharing Plan, reported by Calmax Technology, Inc. under EIN 77-0414998 and plan number 001. It reports 234 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)$17.1MReported net assets$17,081,669

Participants234

Provider compensation$8.9K4 Schedule C row(s)$8,945

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240919110239NAL0005852177001
Plan sponsor: Calmax Technology, Inc.
EIN: 77-0414998
Plan number: 001
Location: Santa Clara, 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)$17.1M total assets

Net assets$17.1MLiabilities$0

Money in vs. money out

Total income / additions$3.4M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$264.2K

Participant$1.1M

Full reported line items

Total assets (EOY): $17,081,669
Total liabilities (EOY): $0
Net assets (EOY): $17,081,669
Employer contributions: $264,213
Participant contributions: $1,063,698
Total income / additions: $3,418,364
Benefits paid: $1,334,049
Administrative expenses: $8,801
Total expenses: $1,336,409
Net increase / (decrease): $2,081,955

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$8.8K
CONTRACT ADMINISTRATOR · Direct $8.8K · Indirect $0
2
Northwestern Mutual Investment Serv$145
OTHER SERVICES · Direct $0 · Indirect $145
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919110239NAL0005852177001 cover?: It is the 2023 Form 5500 filing for Calmax Technology, Inc. 401(K) Profit Sharing Plan, reported by Calmax Technology, Inc. (EIN 77-0414998).
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).