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, Callaway Security Banks, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Callaway Security Banks, Inc. under EIN 43-1214879 and plan number 004. The latest loaded filing year is 2023. The filing reports 181 participants and $11,389,033 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,389,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,389,033
- Net assets (BOY)
- $9,813,386
Income & contributions
- Employer contributions
- $279,137
- Participant contributions
- $505,941
- Total contributions
- $858,847
- Total income / additions
- $2,392,681
Expenses & distributions
- Benefits paid
- $789,783
- Administrative expenses
- $27,251
- Total expenses
- $817,034
- Net increase / (decrease)
- $1,575,647