Calibre Cpa Group, Profit Sharing Plan — Form 5500 plan (Calibre Cpa Group, Pllc)
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, Calibre Cpa Group, Profit Sharing Plan is a benefit plan reported by Calibre Cpa Group, Pllc under EIN 47-0900880 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $46,208,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calibre Cpa Group, Pllc
- EIN
- 47-0900880
- Plan number
- 002
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $46,208,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241011105203NAL0010837523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,208,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,208,582
- Net assets (BOY)
- $38,542,895
Income & contributions
- Employer contributions
- $1,088,360
- Participant contributions
- $2,035,615
- Total contributions
- $3,253,442
- Total income / additions
- $9,927,583
Expenses & distributions
- Benefits paid
- $2,119,716
- Administrative expenses
- $142,180
- Total expenses
- $2,261,896
- Net increase / (decrease)
- $7,665,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,135 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | OTHER | $57,531 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $5,514 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calibre Cpa Group, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Global Retirement Partners — Schedule C compensation