Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Caldwell & Gregory 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, Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Caldwell & Gregory LLC under EIN 26-3497193 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $9,399,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caldwell & Gregory LLC
- EIN
- 26-3497193
- Plan number
- 001
- Plan type
- 2
- Location
- Manakin-Sabot, VA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $9,399,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241014145507NAL0052771298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,399,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,399,844
- Net assets (BOY)
- $7,605,244
Income & contributions
- Employer contributions
- $435,032
- Participant contributions
- $782,600
- Total contributions
- $1,270,573
- Total income / additions
- $2,596,179
Expenses & distributions
- Benefits paid
- $758,892
- Administrative expenses
- $18,561
- Total expenses
- $801,579
- Net increase / (decrease)
- $1,794,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |