The Callaway Bank Health And Welfare Plan — Form 5500 plan (Callaway Security Banks, 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 Callaway Bank Health And Welfare Plan is a benefit plan reported by Callaway Security Banks, Inc. under EIN 43-1214879 and plan number 501. The latest loaded filing year is 2023. The filing reports 70 participants and $522,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Callaway Security Banks, Inc.
- EIN
- 43-1214879
- Plan number
- 501
- Plan type
- 2
- Location
- Fulton, MO
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $522,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | I | 20241014165448NAL0013654931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $522,321
- Total liabilities (EOY)
- $211,670
- Net assets (EOY)
- $310,651
- Net assets (BOY)
- $212,732
Income & contributions
- Employer contributions
- $610,577
- Participant contributions
- $399,206
- Total income / additions
- $1,145,177
Expenses & distributions
- Benefits paid
- $775,009
- Administrative expenses
- $47,629
- Total expenses
- $1,047,258
- Net increase / (decrease)
- $97,919
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.