2023 Form 5500 filing — Cal-Lift, Inc. 401(K) And 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 20250512171615NAL0011541779001) for Cal-Lift, Inc. 401(K) And Profit Sharing Plan, reported by Cal-Lift, Inc. under EIN 95-2311664 and plan number 002. It reports 110 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,434,008
Participants110
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250512171615NAL0011541779001
Plan sponsor
Cal-Lift, Inc.
EIN
95-2311664
Plan number
002
Location
City Of Industry, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$357.3K
Benefits paid / distributions$350K
Contributions
Employer$150.2K
Participant$542.7K
Full reported line items
Total assets (EOY)
$8,434,008
Total liabilities (EOY)
$0
Net assets (EOY)
$8,434,008
Employer contributions
$150,159
Participant contributions
$542,714
Total income / additions
$2,649,669
Benefits paid
$350,002
Administrative expenses
$7,300
Total expenses
$357,302
Net increase / (decrease)
$2,292,367

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250512171615NAL0011541779001 cover?
It is the 2023 Form 5500 filing for Cal-Lift, Inc. 401(K) And Profit Sharing Plan, reported by Cal-Lift, Inc. (EIN 95-2311664).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages