CALEDONIA CAPITAL, INC. 401k Plan overview
| Plan Name | CALEDONIA CAPITAL, INC. |
| Plan identification number | 001 |
CALEDONIA CAPITAL, INC. Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
- Profit-sharing
- ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
- Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- Participant-directed brokerage accounts provided as an investment option under the plan.
- Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
|
401k Sponsoring company profile
CALEDONIA CAPITAL, INC. has sponsored the creation of one or more 401k plans.
| Company Name: | CALEDONIA CAPITAL, INC. |
| Employer identification number (EIN): | 471856750 |
| NAIC Classification: | 531320 |
| NAIC Description: | Offices of Real Estate Appraisers |
Additional information about CALEDONIA CAPITAL, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2014-09-15 |
| Company Identification Number: | P14000076294 |
| Legal Registered Office Address: |
1244 NW 91 AVE.
CORAL SPRINGS
33071
|
More information about CALEDONIA CAPITAL, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan CALEDONIA CAPITAL, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2014-09-15 | MARTELL GRAVENEY | | MARTELL GRAVENEY | 2016-04-28 |
Plan Statistics for CALEDONIA CAPITAL, INC.
401k plan membership statisitcs for CALEDONIA CAPITAL, INC.
| Measure | Date | Value |
|---|
| 2014: CALEDONIA CAPITAL, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-15 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-15 | 1 |
| Number of retired or separated participants receiving benefits | 2014-09-15 | 0 |
| Total of all active and inactive participants | 2014-09-15 | 1 |
| Total participants | 2014-09-15 | 1 |
| Number of participants with account balances | 2014-09-15 | 1 |
Financial Data on CALEDONIA CAPITAL, INC.
| Measure | Date | Value |
|---|
| 2015 : CALEDONIA CAPITAL, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $116,929 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $8 |
| Total plan assets at end of year | 2015-06-30 | $116,921 |
| Total plan assets at beginning of year | 2015-06-30 | $0 |
| Value of fidelity bond covering the plan | 2015-06-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $8 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $116,794 |
| Other income received | 2015-06-30 | $135 |
| Net income (gross income less expenses) | 2015-06-30 | $116,921 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $116,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $0 |
| Assets. Value of employer securities | 2015-06-30 | $116,000 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $0 |
Form 5500 Responses for CALEDONIA CAPITAL, INC.
| 2014: CALEDONIA CAPITAL, INC. 2014 form 5500 responses |
|---|
| 2014-09-15 | Type of plan entity | Single employer plan |
| 2014-09-15 | Submission has been amended | No |
| 2014-09-15 | This submission is the final filing | No |
| 2014-09-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-09-15 | Plan is a collectively bargained plan | No |
| 2014-09-15 | Plan funding arrangement – Trust | Yes |
| 2014-09-15 | Plan benefit arrangement - Trust | Yes |
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