Calvert Systems Engineering, Inc 401(K) Plan — Form 5500 plan (Calvert Systems Engineering, Inc)

Plain-English plan 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, Calvert Systems Engineering, Inc 401(K) Plan is a benefit plan reported by Calvert Systems Engineering, Inc under EIN 20-3409484 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $17,691,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calvert Systems Engineering, Inc
EIN
20-3409484
Plan number
001
Plan type
2
Location
Bellevue, NE
Latest filing year
2023
Participants
161
End-of-year plan assets
$17,691,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240725164100NAL0023039952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,691,507
Total liabilities (EOY)
$0
Net assets (EOY)
$17,691,507
Net assets (BOY)
$14,355,680

Income & contributions

Employer contributions
$521,663
Participant contributions
$1,484,593
Total contributions
$2,231,429
Total income / additions
$4,720,035

Expenses & distributions

Benefits paid
$1,351,676
Administrative expenses
$32,363
Total expenses
$1,384,208
Net increase / (decrease)
$3,335,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avior Wealth ManagementNONE$29,900not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$2,463$02023

Related Form 5500 pages