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, Kalmar Solutions 401(K) Plan For Ibt Local 838 Union Members is a benefit plan reported by Kalmar Solutions, LLC under EIN 71-0891083 and plan number 004. The latest loaded filing year is 2023. The filing reports 286 participants and $13,398,900 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,398,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,398,900
- Net assets (BOY)
- $12,156,937
Income & contributions
- Employer contributions
- $373,296
- Participant contributions
- $585,441
- Total contributions
- $969,170
- Total income / additions
- $3,689,917
Expenses & distributions
- Benefits paid
- $2,379,304
- Administrative expenses
- $43,809
- Total expenses
- $2,447,954
- Net increase / (decrease)
- $1,241,963