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CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN
Plan identification number 001

CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CALYPSO CAPITAL MANAGEMENT, LP has sponsored the creation of one or more 401k plans.

Company Name:CALYPSO CAPITAL MANAGEMENT, LP
Employer identification number (EIN):352264745
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01CASEY GARD2015-09-25
0012013-01-01ANDREW FLINN
0012012-01-01ANDREW FLINN
0012011-01-01ANDREW FLINN
0012009-01-01ANDREW FLINN ANDREW FLINN2010-04-26

Plan Statistics for CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN

Measure Date Value
2013: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-010
2012: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN

Measure Date Value
2013 : CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$553,078
Expenses. Total of all expenses incurred2013-12-31$157,729
Benefits paid (including direct rollovers)2013-12-31$153,501
Total plan assets at end of year2013-12-31$2,570,733
Total plan assets at beginning of year2013-12-31$2,175,384
Value of fidelity bond covering the plan2013-12-31$210,000
Total contributions received or receivable from participants2013-12-31$116,257
Other income received2013-12-31$436,821
Net income (gross income less expenses)2013-12-31$395,349
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,570,733
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,175,384
Assets. Value of participant loans2013-12-31$7,345
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,228
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$705,499
Expenses. Total of all expenses incurred2012-12-31$81,727
Benefits paid (including direct rollovers)2012-12-31$73,839
Total plan assets at end of year2012-12-31$2,175,384
Total plan assets at beginning of year2012-12-31$1,551,612
Total contributions received or receivable from participants2012-12-31$120,666
Expenses. Other expenses not covered elsewhere2012-12-31$2,990
Contributions received from other sources (not participants or employers)2012-12-31$333,510
Other income received2012-12-31$251,323
Net income (gross income less expenses)2012-12-31$623,772
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,175,384
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,551,612
Assets. Value of participant loans2012-12-31$15,105
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$74,767
Expenses. Total of all expenses incurred2011-12-31$328,150
Benefits paid (including direct rollovers)2011-12-31$304,953
Total plan assets at end of year2011-12-31$1,551,612
Total plan assets at beginning of year2011-12-31$1,804,995
Total contributions received or receivable from participants2011-12-31$133,151
Expenses. Other expenses not covered elsewhere2011-12-31$1,385
Other income received2011-12-31$-58,384
Net income (gross income less expenses)2011-12-31$-253,383
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,551,612
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,804,995
Assets. Value of participant loans2011-12-31$23,200
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$21,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$400,025
Expenses. Total of all expenses incurred2010-12-31$20,312
Total plan assets at end of year2010-12-31$1,804,995
Total plan assets at beginning of year2010-12-31$1,425,282
Total contributions received or receivable from participants2010-12-31$134,025
Contributions received from other sources (not participants or employers)2010-12-31$13,657
Other income received2010-12-31$252,343
Net income (gross income less expenses)2010-12-31$379,713
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,804,995
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,425,282
Assets. Value of participant loans2010-12-31$53,390
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$20,312
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN

2013: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CALYPSO CAPITAL MANAGEMENT, LP 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81393
Policy instance 1
Insurance contract or identification number81393
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,774
Total amount of fees paid to insurance companyUSD $1,675
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,774
Insurance broker organization code?3
Amount paid for insurance broker fees1675
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameCIRCLEPENSION INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81393
Policy instance 1
Insurance contract or identification number81393
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,811
Total amount of fees paid to insurance companyUSD $4,100
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,811
Insurance broker organization code?3
Amount paid for insurance broker fees4100
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameCIRCLEPENSION INC.
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81393
Policy instance 1
Insurance contract or identification number81393
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,032
Total amount of fees paid to insurance companyUSD $2,233
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81393
Policy instance 1
Insurance contract or identification number81393
Number of Individuals Covered20
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,281
Total amount of fees paid to insurance companyUSD $725
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,281
Insurance broker organization code?3
Amount paid for insurance broker fees725
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE LAMCO GROUP, INC.

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