Original filing (PDF)20240729185818NAL0019908049001

Joseph a Caldera, Inc.

Name: Joseph a Caldera, Inc. — CWM Profit Sharing Plan, Form 5500 (2023)
Creator: Joseph a Caldera, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWM Profit Sharing Plan

Defined-contribution retirement plan · Joseph a Caldera, Inc.'s CWM Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Joseph a Caldera, Inc.'s EIN is 56-2414079.

EIN 56-2414079

Plan number 002

Plan year 2023

ACK ID 20240729185818NAL0019908049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joseph a Caldera, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joseph a Caldera, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH A CALDERA, INC.

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JOSEPH A CALDERA, INC

EIN

all filings

Address

5771 S FORT APACHE RD · LAS VEGAS, NV · 891485660

Phone

(702) 616-2000

Industry

Finance & Insurance

Plan administrator

Name

401GO, INC.

EIN

84-2925395

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-29

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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