2023 Form 5500 filing — Kalmar Solutions 401(K) Plan For Ibt Local 838 Union Members
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 20250711120856NAL0007327937001) for Kalmar Solutions 401(K) Plan For Ibt Local 838 Union Members, reported by Kalmar Solutions, LLC under EIN 71-0891083 and plan number 004. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711120856NAL0007327937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kalmar Solutions, LLC
- EIN
- 71-0891083
- Plan number
- 004
- Location
- Ottawa, KS
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,398,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,398,900
- Employer contributions
- $373,296
- Participant contributions
- $585,441
- Total income / additions
- $3,689,917
- Benefits paid
- $2,379,304
- Administrative expenses
- $43,809
- Total expenses
- $2,447,954
- Net increase / (decrease)
- $1,241,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $22,176 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,484 | $0 |