2023 Form 5500 filing — Calibre Cpa Group, 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 20241011105203NAL0010837523001) for Calibre Cpa Group, Profit Sharing Plan, reported by Calibre Cpa Group, Pllc under EIN 47-0900880 and plan number 002. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105203NAL0010837523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calibre Cpa Group, Pllc
- EIN
- 47-0900880
- Plan number
- 002
- Location
- Bethesda, MD
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,208,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,208,582
- Employer contributions
- $1,088,360
- Participant contributions
- $2,035,615
- Total income / additions
- $9,927,583
- Benefits paid
- $2,119,716
- Administrative expenses
- $142,180
- Total expenses
- $2,261,896
- Net increase / (decrease)
- $7,665,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,135 | $0 |
| Commonwealth Equity Services LLC Db | OTHER | $57,531 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISOR | $5,514 | not reported in the loaded dataset |