Callisonrtkl 401(K) Plan — Form 5500 plan (Callisonrtkl 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, Callisonrtkl 401(K) Plan is a benefit plan reported by Callisonrtkl Inc. under EIN 52-0884069 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,783 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Callisonrtkl Inc.
- EIN
- 52-0884069
- Plan number
- 002
- Plan type
- 3
- Location
- Hanover, MD
- Latest filing year
- 2023
- Participants
- 1,783
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,783 | H, C | 20241014174711NAL0026870481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $207,320,144
Income & contributions
- Employer contributions
- $1,884,402
- Participant contributions
- $5,474,859
- Total contributions
- $7,618,158
- Total income / additions
- $46,952,717
Expenses & distributions
- Benefits paid
- $51,779,683
- Administrative expenses
- $438,286
- Total expenses
- $52,217,969
- Net increase / (decrease)
- -$5,265,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $270,663 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $65,135 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $200 | $0 | 2023 |