Whitby 401(K) Profit Sharing Plan — Form 5500 plan (Kaleca, 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, Whitby 401(K) Profit Sharing Plan is a benefit plan reported by Kaleca, Inc. under EIN 91-1802128 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $2,933,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaleca, Inc.
- EIN
- 91-1802128
- Plan number
- 001
- Plan type
- 2
- Location
- Mesa, WA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $2,933,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240715101229NAL0002350098001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,933,124
- Total liabilities (EOY)
- $3,824
- Net assets (EOY)
- $2,929,300
- Net assets (BOY)
- $2,291,839
Income & contributions
- Employer contributions
- $40,807
- Participant contributions
- $302,901
- Total contributions
- $343,708
- Total income / additions
- $652,996
Expenses & distributions
- Benefits paid
- $4,727
- Administrative expenses
- $7,912
- Total expenses
- $15,535
- Net increase / (decrease)
- $637,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $6,127 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries Inc | OTHER | $1,225 | not reported in the loaded dataset | 2023 |
| Northwest Retirement Plans, Inc. | CONTRACT ADMIN | $490 | not reported in the loaded dataset | 2023 |
| Northwest Retirement Plan Consultan | CONTRACT ADMIN | $125 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaleca, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mesa, WA
- Lpl Financial — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation
- Northwest Retirement Plans, Inc. — Schedule C compensation
- Northwest Retirement Plan Consultan — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation