How many benefit plans does Callahan, Inc. report on Form 5500?

Callahan, Inc. (EIN 04-3071634) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Callahan, Inc.?

The Employer Identification Number (EIN) reported for Callahan, Inc. is 04-3071634.

What is the latest Form 5500 filing year for Callahan, Inc.?

The latest loaded Form 5500 filing year for Callahan, Inc. is 2023.

Callahan, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Callahan, Inc. (EIN 04-3071634) is a plan sponsor located in Bridgewater, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3071634
Location: Bridgewater, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $21,372,850
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $21,372,850

Contributions & income

Employer contributions: $708,899
Participant contributions: $2,051,916
Total income / additions: $6,245,194

Expenses & distributions

Benefits paid / distributions: $1,457,930
Total expenses: $1,530,930
Net increase / (decrease): $4,714,264

Coverage

Total reported participants: 553
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Callahan, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Callahan Companies 401(K) Savings Plan	002	318	$21,372,850	2023
Callahan Inc. Health And Welfare Plan	501	235	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Callahan, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Callahan Inc. Health And Welfare Plan	235	—	20240725131100NAL0008240643001
2023	The Callahan Companies 401(K) Savings Plan	318	H, C	20241015124551NAL0028464913001