401k Plan data: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN plan

EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 401k Plan overview

Plan Name	EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN
Plan identification number	002

EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Plan covering Self-Employed individuals.

401k Sponsoring company profile

EDWARD W CALLAN has sponsored the creation of one or more 401k plans.

Company Name: EDWARD W CALLAN

Employer identification number (EIN): 330317857

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 EDWARD CALLAN 2023-07-25 EDWARD CALLAN 2023-07-25
002 2021-01-01 EDWARD CALLAN 2022-07-25 EDWARD CALLAN 2022-07-25
002 2020-01-01 EDWARD CALLAN 2021-07-20 EDWARD CALLAN 2021-07-20
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 EDWARD CALLAN EDWARD CALLAN 2016-07-19
002 2014-01-01 EDWARD CALLAN EDWARD CALLAN 2015-07-24
002 2013-01-01 EDWARD CALLAN EDWARD CALLAN 2014-07-29
002 2012-01-01 EDWARD CALLAN EDWARD CALLAN 2013-07-19
002 2011-01-01 EDWARD CALLAN
002 2010-01-01 EDWARD CALLAN EDWARD CALLAN 2011-07-27
002 2009-01-01 EDWARD CALLAN
002 2009-01-01 EDWARD W. CALLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	EDWARD CALLAN	2023-07-25	EDWARD CALLAN	2023-07-25
002	2021-01-01	EDWARD CALLAN	2022-07-25	EDWARD CALLAN	2022-07-25
002	2020-01-01	EDWARD CALLAN	2021-07-20	EDWARD CALLAN	2021-07-20
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	EDWARD CALLAN		EDWARD CALLAN	2016-07-19
002	2014-01-01	EDWARD CALLAN		EDWARD CALLAN	2015-07-24
002	2013-01-01	EDWARD CALLAN		EDWARD CALLAN	2014-07-29
002	2012-01-01	EDWARD CALLAN		EDWARD CALLAN	2013-07-19
002	2011-01-01	EDWARD CALLAN
002	2010-01-01	EDWARD CALLAN		EDWARD CALLAN	2011-07-27
002	2009-01-01	EDWARD CALLAN
002	2009-01-01	EDWARD W. CALLAN

Plan Statistics for EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN

401k plan membership statisitcs for EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN

Measure Date Value
2019: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN

Measure	Date	Value
2019 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$128,668
Expenses. Total of all expenses incurred	2019-12-31	$8,100
Benefits paid (including direct rollovers)	2019-12-31	$8,100
Total plan assets at end of year	2019-12-31	$551,461
Total plan assets at beginning of year	2019-12-31	$430,893
Other income received	2019-12-31	$124,768
Net income (gross income less expenses)	2019-12-31	$120,568
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$551,461
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$430,893
Total contributions received or receivable from employer(s)	2019-12-31	$3,900
2018 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-40,600
Expenses. Total of all expenses incurred	2018-12-31	$9,500
Benefits paid (including direct rollovers)	2018-12-31	$9,500
Total plan assets at end of year	2018-12-31	$430,893
Total plan assets at beginning of year	2018-12-31	$480,993
Other income received	2018-12-31	$-44,500
Net income (gross income less expenses)	2018-12-31	$-50,100
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$430,893
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$480,993
Total contributions received or receivable from employer(s)	2018-12-31	$3,900
2017 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$56,242
Expenses. Total of all expenses incurred	2017-12-31	$5,117
Benefits paid (including direct rollovers)	2017-12-31	$5,117
Total plan assets at end of year	2017-12-31	$480,993
Total plan assets at beginning of year	2017-12-31	$429,868
Other income received	2017-12-31	$52,537
Net income (gross income less expenses)	2017-12-31	$51,125
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$480,993
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$429,868
Total contributions received or receivable from employer(s)	2017-12-31	$3,705
2016 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$29,384
Expenses. Total of all expenses incurred	2016-12-31	$15,000
Benefits paid (including direct rollovers)	2016-12-31	$15,000
Total plan assets at end of year	2016-12-31	$429,868
Total plan assets at beginning of year	2016-12-31	$415,484
Other income received	2016-12-31	$25,679
Net income (gross income less expenses)	2016-12-31	$14,384
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$429,868
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$415,484
Total contributions received or receivable from employer(s)	2016-12-31	$3,705
2015 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-11,577
Expenses. Total of all expenses incurred	2015-12-31	$15,000
Benefits paid (including direct rollovers)	2015-12-31	$15,000
Total plan assets at end of year	2015-12-31	$415,484
Total plan assets at beginning of year	2015-12-31	$442,061
Other income received	2015-12-31	$-15,282
Net income (gross income less expenses)	2015-12-31	$-26,577
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$415,484
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$442,061
Total contributions received or receivable from employer(s)	2015-12-31	$3,705
2014 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$40,737
Expenses. Total of all expenses incurred	2014-12-31	$15,000
Benefits paid (including direct rollovers)	2014-12-31	$15,000
Total plan assets at end of year	2014-12-31	$442,061
Total plan assets at beginning of year	2014-12-31	$416,324
Other income received	2014-12-31	$37,057
Net income (gross income less expenses)	2014-12-31	$25,737
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$442,061
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$416,324
Total contributions received or receivable from employer(s)	2014-12-31	$3,680
2013 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$55,465
Expenses. Total of all expenses incurred	2013-12-31	$15,000
Benefits paid (including direct rollovers)	2013-12-31	$15,000
Total plan assets at end of year	2013-12-31	$416,324
Total plan assets at beginning of year	2013-12-31	$375,859
Other income received	2013-12-31	$52,085
Net income (gross income less expenses)	2013-12-31	$40,465
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$416,324
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$375,859
Total contributions received or receivable from employer(s)	2013-12-31	$3,380
2012 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$37,331
Expenses. Total of all expenses incurred	2012-12-31	$15,000
Benefits paid (including direct rollovers)	2012-12-31	$15,000
Total plan assets at end of year	2012-12-31	$375,859
Total plan assets at beginning of year	2012-12-31	$353,628
Other income received	2012-12-31	$30,571
Net income (gross income less expenses)	2012-12-31	$22,331
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$375,859
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$353,628
Total contributions received or receivable from employer(s)	2012-12-31	$6,760
2011 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$7,967
Expenses. Total of all expenses incurred	2011-12-31	$10,000
Benefits paid (including direct rollovers)	2011-12-31	$10,000
Total plan assets at end of year	2011-12-31	$353,628
Total plan assets at beginning of year	2011-12-31	$355,661
Other income received	2011-12-31	$1,311
Net income (gross income less expenses)	2011-12-31	$-2,033
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$353,628
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$355,661
Total contributions received or receivable from employer(s)	2011-12-31	$6,656
2010 : EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$22,084
Expenses. Total of all expenses incurred	2010-12-31	$10,000
Benefits paid (including direct rollovers)	2010-12-31	$10,000
Total plan assets at end of year	2010-12-31	$355,661
Total plan assets at beginning of year	2010-12-31	$342,918
Other income received	2010-12-31	$15,428
Net income (gross income less expenses)	2010-12-31	$12,084
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$355,661
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$342,918
Total contributions received or receivable from employer(s)	2010-12-31	$6,656

Form 5500 Responses for EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN

2019: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY-PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EDWARD W CALLAN
Employer identification number (EIN):	330317857
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers