Callisons, Inc. Employee Incentive Savings Plan — Form 5500 plan (Callisons, 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, Callisons, Inc. Employee Incentive Savings Plan is a benefit plan reported by Callisons, Inc. under EIN 91-0625044 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $27,223,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Callisons, Inc.
- EIN
- 91-0625044
- Plan number
- 001
- Plan type
- 2
- Location
- Lacey, WA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $27,223,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240802114202NAL0037866880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,223,826
- Net assets (EOY)
- $27,223,826
- Net assets (BOY)
- $22,775,049
Income & contributions
- Employer contributions
- $728,118
- Participant contributions
- $958,946
- Total contributions
- $1,708,967
- Total income / additions
- $5,778,708
Expenses & distributions
- Benefits paid
- $1,319,183
- Administrative expenses
- $10,748
- Total expenses
- $1,329,931
- Net increase / (decrease)
- $4,448,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $0 | $7,024 | 2023 |
| Usi Advisors, Inc. | NONE | $6,907 | $0 | 2023 |
| Usi Consulting Group | NONE | $3,841 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Callisons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Lacey, WA
- Charles Schwab Trust Bank — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation