Original filing (PDF)20240612115240NAL0046364864001

CALABRESE & COMPANY, INC.

Name: CALABRESE & COMPANY, INC. — CALABRESE & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CALABRESE & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

CALABRESE & COMPANY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALABRESE & COMPANY, INC..

Plan sponsor

Name

CALABRESE & COMPANY, INC.

EIN

31-1873854

Address

20575 CENTER RIDGE ROAD · SUITE 318 · ROCKY RIVER, OH · 44116

Phone

(216) 226-4562

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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