Cali Associates LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cali Associates LLC)
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, Cali Associates LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cali Associates LLC under EIN 20-3856874 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $594,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cali Associates LLC
- EIN
- 20-3856874
- Plan number
- 001
- Plan type
- 2
- Location
- Lindenhurst, NY
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $594,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240916104249NAL0001412737001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $594,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $594,465
- Net assets (BOY)
- $438,682
Income & contributions
- Employer contributions
- $50,920
- Participant contributions
- $43,544
- Total income / additions
- $162,559
Expenses & distributions
- Administrative expenses
- $6,776
- Total expenses
- $6,776
- Net increase / (decrease)
- $155,783
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.