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, Bradley Caldwell, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Bradley Caldwell, Inc. under EIN 21-0698772 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $27,164,639 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,164,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,164,639
- Net assets (BOY)
- $23,624,209
Income & contributions
- Employer contributions
- $198,002
- Participant contributions
- $1,662,142
- Total contributions
- $2,068,519
- Total income / additions
- $5,583,659
Expenses & distributions
- Benefits paid
- $1,970,855
- Administrative expenses
- $72,374
- Total expenses
- $2,043,229
- Net increase / (decrease)
- $3,540,430