F.M. Callahan & Son, 401k Profit Sharing Plan — Form 5500 plan (F.M. Callahan & Son, 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, F.M. Callahan & Son, 401k Profit Sharing Plan is a benefit plan reported by F.M. Callahan & Son, Inc. under EIN 04-2139029 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $2,654,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F.M. Callahan & Son, Inc.
- EIN
- 04-2139029
- Plan number
- 001
- Plan type
- 2
- Location
- Malden, MA
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $2,654,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240617102000NAL0002968066001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,654,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,654,096
- Net assets (BOY)
- $2,232,715
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $232,287
- Total income / additions
- $614,127
Expenses & distributions
- Benefits paid
- $179,351
- Administrative expenses
- $13,395
- Total expenses
- $192,746
- Net increase / (decrease)
- $421,381
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.