How big is Caldwell LLP's plan?

Caldwell LLP's plan reported $82K in assets and 1 participants for 2022.

Original filing (PDF)20230601052041NAL0020562913001

Caldwell LLP

Name: Caldwell LLP — Caldwell LLP Profit Sharing 401(k), Form 5500 (2022)
Creator: Caldwell LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell LLP Profit Sharing 401(k) Plan

401(k) retirement plan · Caldwell LLP's Caldwell LLP Profit Sharing 401(k) Plan held $82K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Christopher G. Caldwell signed Caldwell LLP's 2022 Form 5500 as plan administrator.

Christopher G. Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Caldwell LLP's EIN is 85-0842026.

EIN 85-0842026

Plan number 001

Plan year 2022

ACK ID 20230601052041NAL0020562913001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Caldwell LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Caldwell LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDWELL LLP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score