J. Calnan And Associates, Inc. 401(K) Plan — Form 5500 plan (J. Calnan And Associates, 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, J. Calnan And Associates, Inc. 401(K) Plan is a benefit plan reported by J. Calnan And Associates, Inc. under EIN 04-3330842 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $18,993,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Calnan And Associates, Inc.
- EIN
- 04-3330842
- Plan number
- 001
- Plan type
- 2
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $18,993,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241010164155NAL0036460240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,993,875
- Net assets (EOY)
- $18,993,875
- Net assets (BOY)
- $15,304,989
Income & contributions
- Employer contributions
- $468,018
- Participant contributions
- $1,364,684
- Total contributions
- $1,886,711
- Total income / additions
- $4,405,752
Expenses & distributions
- Benefits paid
- $603,936
- Administrative expenses
- $112,930
- Total expenses
- $716,866
- Net increase / (decrease)
- $3,688,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $33,147 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,953 | $0 | 2023 |
| Lmhs, Pc | AUDITOR | $24,500 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,004 | $0 | 2023 |
| Compass 360 | CONTRACT ADMIN | $14,834 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. Calnan And Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Lmhs, Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Compass 360 — Schedule C compensation