2023 Form 5500 filing — Caldwell Holding Company 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 20241015125000NAL0057680290001) for Caldwell Holding Company 401(K) Plan, reported by Caldwell Holding Company under EIN 72-0993130 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125000NAL0057680290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caldwell Holding Company
- EIN
- 72-0993130
- Plan number
- 002
- Location
- Columbia, LA
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,466,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,466,970
- Employer contributions
- $278,226
- Participant contributions
- $355,346
- Total income / additions
- $2,054,333
- Benefits paid
- $807,929
- Administrative expenses
- $12,140
- Total expenses
- $820,069
- Net increase / (decrease)
- $1,234,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mid Atlantic Trust Company | NONE | $10,873 | $0 |
| Leon E Werntz & Associates, Inc. | NONE | $0 | $0 |