2023 Form 5500 filing — C-A-L Stores Companies, Inc. 401(K) 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 20241015170712NAL0015142643001) for C-A-L Stores Companies, Inc. 401(K) Profit Sharing Plan, reported by C-A-L Stores Companies, Inc. under EIN 82-0427863 and plan number 001. It reports 1,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.7MReported net assets$8,658,023
Participants1.2K1,181
Provider compensation$121.2K3 Schedule C row(s)$121,184
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015170712NAL0015142643001
- Plan sponsor
- C-A-L Stores Companies, Inc.
- EIN
- 82-0427863
- Plan number
- 001
- Location
- Idaho Falls, ID
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$70
Full reported line items
- Total assets (EOY)
- $8,658,093
- Total liabilities (EOY)
- $70
- Net assets (EOY)
- $8,658,023
- Employer contributions
- $612,990
- Participant contributions
- $930,650
- Total income / additions
- $2,969,252
- Benefits paid
- $2,148,404
- Administrative expenses
- $121,184
- Total expenses
- $2,269,588
- Net increase / (decrease)
- $699,664
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nw Investment Consulting Dba Nwps | NONE | $82,926 | not reported in the loaded dataset |
| Ascent Retirement Advisors LLC | NONE | $31,880 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $6,378 | $0 |