Plan5500

The Callahan Companies 401(K) Savings Plan — Form 5500 plan (Callahan, Inc.)

Plain-English plan 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, The Callahan Companies 401(K) Savings Plan is a benefit plan reported by Callahan, Inc. under EIN 04-3071634 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $21,372,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Callahan, Inc.
EIN
04-3071634
Plan number
002
Plan type
3
Location
Bridgewater, MA
Latest filing year
2023
Participants
318
End-of-year plan assets
$21,372,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20241015124551NAL0028464913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,372,850
Total liabilities (EOY)
$0
Net assets (EOY)
$21,372,850
Net assets (BOY)
$16,658,586

Income & contributions

Employer contributions
$708,899
Participant contributions
$2,051,916
Total contributions
$3,156,897
Total income / additions
$6,245,194

Expenses & distributions

Benefits paid
$1,457,930
Administrative expenses
$73,000
Total expenses
$1,530,930
Net increase / (decrease)
$4,714,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Twelve Points Wealth Mgmt LLCSERVICE PROVIDER$0$22,9212023
The Angell Pension Group, Inc.SERVICE PROVIDER$0$8,8612023

Related Form 5500 pages