2023 Form 5500 filing — Caldwell Tanks Profit Sharing 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 20241015142137NAL0049872560001) for Caldwell Tanks Profit Sharing 401(K) Plan, reported by Caldwell Tanks, Inc. under EIN 61-0148890 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142137NAL0049872560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caldwell Tanks, Inc.
- EIN
- 61-0148890
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,248,775
- Total liabilities (EOY)
- $99
- Net assets (EOY)
- $27,248,676
- Employer contributions
- $719,218
- Participant contributions
- $1,124,850
- Total income / additions
- $5,843,044
- Benefits paid
- $1,374,388
- Administrative expenses
- $77,159
- Total expenses
- $1,453,230
- Net increase / (decrease)
- $4,389,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stock Yards Bank And Trust Co. | OTHER FEES | $0 | $36,262 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,237 | $0 |
| Voya Retirement Insurance | RECORDKEEPER | $0 | not reported in the loaded dataset |