2023 Form 5500 filing — Callaway Security Banks, Inc. 401(K) And Employee Stock Ownership 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 20241015113500NAL0028209329001) for Callaway Security Banks, Inc. 401(K) And Employee Stock Ownership Plan, reported by Callaway Security Banks, Inc. under EIN 43-1214879 and plan number 004. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113500NAL0028209329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Callaway Security Banks, Inc.
- EIN
- 43-1214879
- Plan number
- 004
- Location
- Fulton, MO
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,389,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,389,033
- Employer contributions
- $279,137
- Participant contributions
- $505,941
- Total income / additions
- $2,392,681
- Benefits paid
- $789,783
- Administrative expenses
- $27,251
- Total expenses
- $817,034
- Net increase / (decrease)
- $1,575,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Advisors | NONE | $24,556 | not reported in the loaded dataset |