2023 Form 5500 filing — Caloris Engineering, LLC 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 20241002131723NAL0008307217001) for Caloris Engineering, LLC 401(K) Plan, reported by Caloris Engineering, LLC under EIN 46-5314897 and plan number 001. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241002131723NAL0008307217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caloris Engineering, LLC
- EIN
- 46-5314897
- Plan number
- 001
- Location
- Easton, MD
- Participants
- 73
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,557,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,557,756
- Employer contributions
- $160,063
- Participant contributions
- $539,458
- Total income / additions
- $1,699,240
- Benefits paid
- $318,187
- Administrative expenses
- $337
- Total expenses
- $324,238
- Net increase / (decrease)
- $1,375,002
- Schedule source
- Schedule I