2023 Form 5500 filing — Calvary Design Team, 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 20240927101249NAL0001863985001) for Calvary Design Team, Inc. 401(K) Plan, reported by Calvary Design Team, Inc. Dba Calvary Robotics under EIN 06-1468155 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927101249NAL0001863985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calvary Design Team, Inc. Dba Calvary Robotics
- EIN
- 06-1468155
- Plan number
- 001
- Location
- Webster, NY
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,251,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,251,376
- Employer contributions
- $657,879
- Participant contributions
- $2,683,887
- Total income / additions
- $9,849,840
- Benefits paid
- $5,381,761
- Administrative expenses
- $98,191
- Total expenses
- $5,479,952
- Net increase / (decrease)
- $4,369,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $61,350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,841 | $0 |
| Freed Maxick Cpas P.C. | PLAN SPONSOR | $12,000 | not reported in the loaded dataset |