How big is Caldwell LLP's plan?

Caldwell LLP's plan reported $1.1M in assets and 1 participants for 2022.

Original filing (PDF)20230601051825NAL0028550784001

Caldwell LLP

Name: Caldwell LLP — Caldwell LLP Cash Balance Plan, Form 5500 (2022)
Creator: Caldwell LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caldwell LLP Cash Balance Plan

Defined-benefit pension plan · Caldwell LLP's Caldwell LLP Cash Balance Plan held $1.1M in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 002

Plan year 2022

ACK ID 20230601051825NAL0028550784001

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 a cash-balance formula.

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 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

CALDWELL LLP

EIN

all filings

Address

1775 E.PALM CANYON DR, STE 110-174 · PALM SPRINGS, CA · 922641601

Phone

(213) 712-8079

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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