2023 Form 5500 filing — The Mccall Foundation, Inc. Retirement Savings 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 20250407214456NAL0032676146001) for The Mccall Foundation, Inc. Retirement Savings Plan, reported by The Mccall Foundation, Inc. under EIN 06-0961756 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407214456NAL0032676146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mccall Foundation, Inc.
- EIN
- 06-0961756
- Plan number
- 002
- Location
- Torrington, CT
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,137,350
- Total liabilities (EOY)
- $2,621
- Net assets (EOY)
- $5,134,729
- Employer contributions
- $193,269
- Participant contributions
- $414,190
- Total income / additions
- $1,377,510
- Benefits paid
- $1,151,386
- Administrative expenses
- $50,170
- Total expenses
- $1,201,556
- Net increase / (decrease)
- $175,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $30,341 | $4,052 |
| Kestra Advisory Services,LLC | NONE | $19,829 | not reported in the loaded dataset |