Calcium Products Inc. Retirement Savings Plan — Form 5500 plan (Calcium Products 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, Calcium Products Inc. Retirement Savings Plan is a benefit plan reported by Calcium Products Inc. under EIN 42-1300275 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $5,255,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calcium Products Inc.
- EIN
- 42-1300275
- Plan number
- 001
- Plan type
- 2
- Location
- Ames, IA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $5,255,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241226091348NAL0024680434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,255,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,255,637
- Net assets (BOY)
- $4,052,617
Income & contributions
- Employer contributions
- $295,887
- Participant contributions
- $582,318
- Total contributions
- $895,521
- Total income / additions
- $1,656,226
Expenses & distributions
- Benefits paid
- $416,964
- Administrative expenses
- $25,947
- Total expenses
- $453,206
- Net increase / (decrease)
- $1,203,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $11,382 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $6,070 | $0 | 2023 |
| Superiorusa Corporation | RECORDKEEPER | $2,830 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $946 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calcium Products Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ames, IA
- Edward D Jones & Company — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Superiorusa Corporation — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation