Mccallum, Hoaglund, & Mccallum, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Mccallum, Hoaglund, & Mccallum, Llp)
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, Mccallum, Hoaglund, & Mccallum, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Mccallum, Hoaglund, & Mccallum, Llp under EIN 20-2162092 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $852,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccallum, Hoaglund, & Mccallum, Llp
- EIN
- 20-2162092
- Plan number
- 001
- Plan type
- 2
- Location
- Vestavia Hills, AL
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $852,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241003092959NAL0009684881001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $852,795
- Total liabilities (EOY)
- $3,500
- Net assets (EOY)
- $849,295
- Net assets (BOY)
- $1,232,629
Income & contributions
- Employer contributions
- $13,200
- Participant contributions
- $22,500
- Total income / additions
- $133,856
Expenses & distributions
- Benefits paid
- $513,882
- Administrative expenses
- $3,308
- Total expenses
- $517,190
- Net increase / (decrease)
- -$383,334
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.