CALVERT COMPANY, INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALVERT COMPANY 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : CALVERT COMPANY 401(K) SAVINGS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-12 | 6064 |
| Total liabilities as of the beginning of the plan year | 2025-05-12 | 5980 |
| Total expenses incurred by plan in this plan year | 2025-05-12 | 322666 |
| Net assets as of the end of the plan year | 2025-05-12 | 397862 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 658829 |
| Value of plan covered by a fidelity bond | 2025-05-12 | 100000 |
| Value of participant loans at end of plan year | 2025-05-12 | 0 |
| Other income to plan in this plan year | 2025-05-12 | 61615 |
| Plan net income in this plan year | 2025-05-12 | -261051 |
| Net assets as of the end of the plan year | 2025-05-12 | 391798 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 652849 |
| Fees paid to broker by Benefit Provider | 2025-05-12 | 80 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-12 | 3914 |
| 2024 : CALVERT COMPANY 401(K) SAVINGS PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-01 | 5980 |
| Total liabilities as of the beginning of the plan year | 2024-07-01 | 7685 |
| Total expenses incurred by plan in this plan year | 2024-07-01 | 802469 |
| Net assets as of the end of the plan year | 2024-07-01 | 658829 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 1318966 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 131897 |
| Value of participant loans at end of plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 144037 |
| Plan net income in this plan year | 2024-07-01 | -658432 |
| Net assets as of the end of the plan year | 2024-07-01 | 652849 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 1311281 |
| Fees paid to broker by Benefit Provider | 2024-07-01 | 136 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 11648 |
| 2022 : CALVERT COMPANY 401(K) SAVINGS PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-11 | 5973 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 48163 |
| Net assets as of the end of the plan year | 2022-10-11 | 2601252 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 2178344 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 217835 |
| Participant contributions to plan in this plan year | 2022-10-11 | 83534 |
| Value of participant loans at end of plan year | 2022-10-11 | 3799 |
| Other income to plan in this plan year | 2022-10-11 | 332217 |
| Plan net income in this plan year | 2022-10-11 | 416935 |
| Net assets as of the end of the plan year | 2022-10-11 | 2595279 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 2178344 |
| Employer contributions to plan in this plan year | 2022-10-11 | 49347 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 30 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 16865 |
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