What is the most recent Form 5500 filing year for Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan is 2023.

How many participants does Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan report?

Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan reports 13 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan?

Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan reports $696,032 in end-of-year plan assets in its latest loaded Form 5500 filing.

Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan — Form 5500 plan (Calligari & 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, Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan is a benefit plan reported by Calligari & Associates, LLC under EIN 47-2545487 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $696,032 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$696KPlan net assets, end of year$696,032

Participants13Covered participants reported

Assets / participant$53.5KComputed: assets ÷ participants$53,541 (computed)

Provider compensationNone reported

Plan sponsor: Calligari & Associates, LLC
EIN: 47-2545487
Plan number: 002
Plan type: 2
Location: Capistrano Beach, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
13 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$696K total assets

Net assets$696KLiabilities$0

Money in vs. money out

Total income / additions$193.1K

Total expenses$71.4K

Benefits paid / distributions$68.9K

Contributions

Employer$21.8K

Participant$84.4K

Full reported line items

Net assets

Total assets (EOY): $696,032
Total liabilities (EOY): $0
Net assets (EOY): $696,032
Net assets (BOY): $574,344

Income & contributions

Employer contributions: $21,764
Participant contributions: $84,392
Total income / additions: $193,057

Expenses & distributions

Benefits paid: $68,912
Administrative expenses: $2,457
Total expenses: $71,369
Net increase / (decrease): $121,688

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

21%79%

Employer 21%Participant 79%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income36%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan?: Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan is reported as sponsored by Calligari & Associates, LLC (EIN 47-2545487, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan?: The latest Form 5500 filing year loaded for Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan is 2023.
How many participants does Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan report?: Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan reports 13 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan?: Calligari & Associates, LLC, Cross-Tested 401(K) Profit Sharing Plan reports $696,032 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.