Caliza Global Enterprises, Inc. Retirement Plan — Form 5500 plan (Caliza Global Enterprises, 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, Caliza Global Enterprises, Inc. Retirement Plan is a benefit plan reported by Caliza Global Enterprises, Inc. under EIN 81-3608407 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $1,972,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caliza Global Enterprises, Inc.
- EIN
- 81-3608407
- Plan number
- 001
- Plan type
- 2
- Location
- Boerne, TX
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $1,972,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20241002095825NAL0014091184001 |
| 2023 | 51 | I | 20241002100120NAL0014728688001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,972,219
- Net assets (EOY)
- $1,972,219
- Net assets (BOY)
- $778,836
Income & contributions
- Total income / additions
- $1,193,383
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $1,193,383
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.