2023 Form 5500 filing — J. Calnan And Associates, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010164155NAL0036460240001) for J. Calnan And Associates, Inc. 401(K) Plan, reported by J. Calnan And Associates, Inc. under EIN 04-3330842 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164155NAL0036460240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. Calnan And Associates, Inc.
- EIN
- 04-3330842
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,993,875
- Net assets (EOY)
- $18,993,875
- Employer contributions
- $468,018
- Participant contributions
- $1,364,684
- Total income / additions
- $4,405,752
- Benefits paid
- $603,936
- Administrative expenses
- $112,930
- Total expenses
- $716,866
- Net increase / (decrease)
- $3,688,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $33,147 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,953 | $0 |
| Lmhs, Pc | AUDITOR | $24,500 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,004 | $0 |
| Compass 360 | CONTRACT ADMIN | $14,834 | $0 |