Calibre Systems, Inc. Employee Stock Ownership Plan — Form 5500 plan (Calibre Systems, 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, Calibre Systems, Inc. Employee Stock Ownership Plan is a benefit plan reported by Calibre Systems, Inc. under EIN 52-1602142 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,160 participants and $124,200,368 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$80.6MPlan net assets, end of year$80,584,017
Participants1.2KCovered participants reported1,160
Assets / participant$107.1KComputed: assets ÷ participants$107,069 (computed)
Provider compensationNone reported
Plan sponsor
Calibre Systems, Inc.
EIN
52-1602142
Plan number
003
Plan type
2
Location
Alexandria, VA
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.

  1. 2023
    1,160 participants · 2Sch H
    View filing →
Schedule H · 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)$124.2M total assets
Net assets$80.6MLiabilities$43.6M
Money in vs. money out
Total income / additions-$3.9M
Total expenses$9.7M
Benefits paid / distributions$9.2M
Contributions
Employer$2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$124,200,368
Total liabilities (EOY)
$43,616,351
Net assets (EOY)
$80,584,017
Net assets (BOY)
$94,165,421

Income & contributions

Employer contributions
$2,033,799
Total contributions
$2,033,799
Total income / additions
-$3,862,627

Expenses & distributions

Benefits paid
$9,248,820
Administrative expenses
$0
Total expenses
$9,718,777
Net increase / (decrease)
-$13,581,404
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.

Total expenses ÷ net assets12%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 Calibre Systems, Inc. Employee Stock Ownership Plan?
Calibre Systems, Inc. Employee Stock Ownership Plan is reported as sponsored by Calibre Systems, Inc. (EIN 52-1602142, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Calibre Systems, Inc. Employee Stock Ownership Plan?
The latest Form 5500 filing year loaded for Calibre Systems, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Calibre Systems, Inc. Employee Stock Ownership Plan report?
Calibre Systems, Inc. Employee Stock Ownership Plan reports 1,160 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Calibre Systems, Inc. Employee Stock Ownership Plan?
Calibre Systems, Inc. Employee Stock Ownership Plan reports $124,200,368 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.

Related Form 5500 pages