The Mccall Foundation, Inc. Retirement Savings Plan — Form 5500 plan (The Mccall Foundation, 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, The Mccall Foundation, Inc. Retirement Savings Plan is a benefit plan reported by The Mccall Foundation, Inc. under EIN 06-0961756 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $5,137,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mccall Foundation, Inc.
EIN
06-0961756
Plan number
002
Plan type
2
Location
Torrington, CT
Latest filing year
2023
Participants
213
End-of-year plan assets
$5,137,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20250407214456NAL0032676146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,137,350
Total liabilities (EOY)
$2,621
Net assets (EOY)
$5,134,729
Net assets (BOY)
$4,958,775

Income & contributions

Employer contributions
$193,269
Participant contributions
$414,190
Total contributions
$628,714
Total income / additions
$1,377,510

Expenses & distributions

Benefits paid
$1,151,386
Administrative expenses
$50,170
Total expenses
$1,201,556
Net increase / (decrease)
$175,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$30,341$4,0522023
Kestra Advisory Services,LLCNONE$19,829not reported in the loaded dataset2023

Related Form 5500 pages