Plan5500

Caldwell Manufacturing Company Pension Plan — Form 5500 plan (Caldwell Manufacturing Company)

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, Caldwell Manufacturing Company Pension Plan is a benefit plan reported by Caldwell Manufacturing Company under EIN 80-0517021 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $2,504 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caldwell Manufacturing Company
EIN
80-0517021
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
107
End-of-year plan assets
$2,504

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107H, C20241011093813NAL0012333747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,504
Total liabilities (EOY)
$0
Net assets (EOY)
$2,504
Net assets (BOY)
$5,372,540

Income & contributions

Employer contributions
$410,000
Total contributions
$410,000
Total income / additions
$671,219

Expenses & distributions

Benefits paid
$6,009,036
Administrative expenses
$32,219
Total expenses
$6,041,255
Net increase / (decrease)
-$5,370,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alesco AdvisorsNONE$14,531not reported in the loaded dataset2023
Bpas Actuarial & Pension ServicesNONE$13,550not reported in the loaded dataset2023

Related Form 5500 pages