2023 Form 5500 filing — The Callaway Bank Health And Welfare Plan
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 20241014165448NAL0013654931001) for The Callaway Bank Health And Welfare Plan, reported by Callaway Security Banks, Inc. under EIN 43-1214879 and plan number 501. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014165448NAL0013654931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Callaway Security Banks, Inc.
- EIN
- 43-1214879
- Plan number
- 501
- Location
- Fulton, MO
- Participants
- 70
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $522,321
- Total liabilities (EOY)
- $211,670
- Net assets (EOY)
- $310,651
- Employer contributions
- $610,577
- Participant contributions
- $399,206
- Total income / additions
- $1,145,177
- Benefits paid
- $775,009
- Administrative expenses
- $47,629
- Total expenses
- $1,047,258
- Net increase / (decrease)
- $97,919
- Schedule source
- Schedule I