Retirement Income Security Plan-Calltower, Inc. — Form 5500 plan (Calltower, 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, Retirement Income Security Plan-Calltower, Inc. is a benefit plan reported by Calltower, Inc. under EIN 94-3411257 and plan number 003. The latest loaded filing year is 2023. The filing reports 179 participants and $7,114,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calltower, Inc.
EIN
94-3411257
Plan number
003
Plan type
2
Location
South Jordan, UT
Latest filing year
2023
Participants
179
End-of-year plan assets
$7,114,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241010220041NAL0011949923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,114,869
Total liabilities (EOY)
$1,709
Net assets (EOY)
$7,113,160
Net assets (BOY)
$4,989,692

Income & contributions

Employer contributions
$387,643
Participant contributions
$949,261
Total contributions
$1,336,904
Total income / additions
$2,365,356

Expenses & distributions

Benefits paid
$192,477
Administrative expenses
$40,271
Total expenses
$241,888
Net increase / (decrease)
$2,123,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ep Wealth Advisors, Inc.NONE$22,833not reported in the loaded dataset2023
Healthequity Retirement Services, LNONE$14,271not reported in the loaded dataset2023
Matrix Trust CompanyNONE$1,223$02023

Related Form 5500 pages