Original filing (PDF)20250808155641NAL0004527683001

CALCOT LTD.

Name: CALCOT LTD. — CALCOT, LTD. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CALCOT LTD.

Form 5500-SF

FILING_RECEIVED

CALCOT, LTD. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALCOT LTD..

Plan sponsor

Name

CALCOT LTD.

EIN

95-0594301

Address

3701 PEGASUS DRIVE, · SUITE 108 · BAKERSFIELD, CA · 933086842

Phone

(661) 395-6855

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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