Calvo Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Calvo 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, Calvo Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Calvo Enterprises, Inc. under EIN 98-0030984 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $20,086,230 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.1MPlan net assets, end of year$20,086,230
Participants419Covered participants reported
Assets / participant$47.9KComputed: assets ÷ participants$47,938 (computed)
Provider compensation$116.1K1 Schedule C provider row(s)$116,137
- Plan sponsor
- Calvo Enterprises, Inc.
- EIN
- 98-0030984
- Plan number
- 001
- Plan type
- 2
- Location
- Hagatna, GU
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241011210322NAL0012933827001 |
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)$20.1M total assets
Net assets$20.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $20,086,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,086,230
- Net assets (BOY)
- $16,520,158
Income & contributions
- Employer contributions
- $634,740
- Participant contributions
- $931,091
- Total contributions
- $1,777,956
- Total income / additions
- $4,623,634
Expenses & distributions
- Benefits paid
- $941,425
- Administrative expenses
- $116,137
- Total expenses
- $1,057,562
- Net increase / (decrease)
- $3,566,072
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.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asc Trust, LLC | NONE | $116,137 | not reported in the loaded dataset | 2023 |