2023 Form 5500 filing — Retirement Income Security Plan-Calltower, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010220041NAL0011949923001) for Retirement Income Security Plan-Calltower, Inc., reported by Calltower, Inc. under EIN 94-3411257 and plan number 003. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010220041NAL0011949923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calltower, Inc.
- EIN
- 94-3411257
- Plan number
- 003
- Location
- South Jordan, UT
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,114,869
- Total liabilities (EOY)
- $1,709
- Net assets (EOY)
- $7,113,160
- Employer contributions
- $387,643
- Participant contributions
- $949,261
- Total income / additions
- $2,365,356
- Benefits paid
- $192,477
- Administrative expenses
- $40,271
- Total expenses
- $241,888
- Net increase / (decrease)
- $2,123,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ep Wealth Advisors, Inc. | NONE | $22,833 | not reported in the loaded dataset |
| Healthequity Retirement Services, L | NONE | $14,271 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $1,223 | $0 |