How many benefit plans does Callisons, Inc. report on Form 5500?

Callisons, Inc. (EIN 91-0625044) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Callisons, Inc.?

The Employer Identification Number (EIN) reported for Callisons, Inc. is 91-0625044.

What is the latest Form 5500 filing year for Callisons, Inc.?

The latest loaded Form 5500 filing year for Callisons, Inc. is 2023.

Callisons, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Callisons, Inc. (EIN 91-0625044) is a plan sponsor located in Lacey, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 91-0625044
Location: Lacey, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $27,223,826
Total reported net assets (EOY): $27,223,826

Contributions & income

Employer contributions: $728,118
Participant contributions: $958,946
Total income / additions: $5,778,708

Expenses & distributions

Benefits paid / distributions: $1,319,183
Total expenses: $1,329,931
Net increase / (decrease): $4,448,777

Coverage

Total reported participants: 273
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Callisons, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Callisons, Inc. Employee Incentive Savings Plan	001	157	$27,223,826	2023
Callisons, Inc. Health Care Benefits Plan	501	116	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Callisons, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Callisons, Inc. Health Care Benefits Plan	116	—	20240424155641NAL0002145171001
2023	Callisons, Inc. Employee Incentive Savings Plan	157	H, C	20240802114202NAL0037866880001