2023 Form 5500 filing — Calendar Holdings LLC 401k & 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 20241015162449NAL0050429552001) for Calendar Holdings LLC 401k & Profit Sharing Plan, reported by Calendar Holdings LLC under EIN 26-4144504 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162449NAL0050429552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calendar Holdings LLC
- EIN
- 26-4144504
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,815,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,815,647
- Employer contributions
- $360,653
- Participant contributions
- $755,880
- Total income / additions
- $3,857,990
- Benefits paid
- $1,142,882
- Administrative expenses
- $29,128
- Total expenses
- $1,189,626
- Net increase / (decrease)
- $2,668,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Fin Group LLC | SERVICE PROVIDER | $38,363 | $0 |
| The Allocation Company, Inc. | TPA | $7,484 | $0 |
| Voya Financial Services | INVESTMENT PRODUCT PROVI | not reported in the loaded dataset | not reported in the loaded dataset |