CALLAWAY SECURITY BANKS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CALLAWAY BANK HEALTH AND WELFARE PLAN
Measure | Date | Value |
---|
2022: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 81 |
2021: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 83 |
2020: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 82 |
2019: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 86 |
2018: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 89 |
2017: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 84 |
2016: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 90 |
2015: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 94 |
2014: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 86 |
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 | 86 |
2013: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 99 |
2012: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 102 |
Total of all active and inactive participants | 2012-01-01 | 102 |
2011: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
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 | 99 |
2009: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 111 |
Total of all active and inactive participants | 2009-01-01 | 111 |
Measure | Date | Value |
---|
2022 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-12-31 | $180,895 |
Total plan liabilities at beginning of year | 2022-12-31 | $61,557 |
Total income from all sources | 2022-12-31 | $1,386,917 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,595,845 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,336,483 |
Total plan assets at end of year | 2022-12-31 | $393,627 |
Total plan assets at beginning of year | 2022-12-31 | $483,217 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $342,244 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $223,062 |
Other income received | 2022-12-31 | $351,163 |
Net income (gross income less expenses) | 2022-12-31 | $-208,928 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $212,732 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $421,660 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $693,510 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $36,300 |
2021 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $61,557 |
Total plan liabilities at beginning of year | 2021-12-31 | $92,420 |
Total income from all sources | 2021-12-31 | $920,771 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,068,396 |
Benefits paid (including direct rollovers) | 2021-12-31 | $807,983 |
Total plan assets at end of year | 2021-12-31 | $483,217 |
Total plan assets at beginning of year | 2021-12-31 | $661,705 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $312,752 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $214,131 |
Other income received | 2021-12-31 | $133,263 |
Net income (gross income less expenses) | 2021-12-31 | $-147,625 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $421,660 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $569,285 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $474,756 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $46,282 |
2020 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $92,420 |
Total plan liabilities at beginning of year | 2020-12-31 | $55,044 |
Total income from all sources | 2020-12-31 | $1,002,755 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,195,077 |
Benefits paid (including direct rollovers) | 2020-12-31 | $943,702 |
Total plan assets at end of year | 2020-12-31 | $416,995 |
Total plan assets at beginning of year | 2020-12-31 | $571,941 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $118,882 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $209,959 |
Other income received | 2020-12-31 | $117,747 |
Net income (gross income less expenses) | 2020-12-31 | $-192,322 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $324,575 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $516,897 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $766,126 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $41,416 |
2019 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $55,044 |
Total plan liabilities at beginning of year | 2019-12-31 | $143,686 |
Total income from all sources | 2019-12-31 | $1,171,542 |
Expenses. Total of all expenses incurred | 2019-12-31 | $972,091 |
Benefits paid (including direct rollovers) | 2019-12-31 | $717,065 |
Total plan assets at end of year | 2019-12-31 | $571,941 |
Total plan assets at beginning of year | 2019-12-31 | $461,132 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $347,411 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $210,608 |
Other income received | 2019-12-31 | $320,325 |
Net income (gross income less expenses) | 2019-12-31 | $199,451 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $516,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $317,446 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $503,806 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $44,418 |
2018 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $143,686 |
Total plan liabilities at beginning of year | 2018-12-31 | $10,689 |
Total income from all sources | 2018-12-31 | $1,125,726 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,546,590 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,304,626 |
Total plan assets at end of year | 2018-12-31 | $461,132 |
Total plan assets at beginning of year | 2018-12-31 | $748,999 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $326,961 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $200,747 |
Other income received | 2018-12-31 | $296,491 |
Net income (gross income less expenses) | 2018-12-31 | $-420,864 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $317,446 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $738,310 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $502,274 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $41,217 |
2017 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $10,689 |
Total plan liabilities at beginning of year | 2017-12-31 | $26,381 |
Total income from all sources | 2017-12-31 | $665,382 |
Expenses. Total of all expenses incurred | 2017-12-31 | $596,613 |
Benefits paid (including direct rollovers) | 2017-12-31 | $384,681 |
Total plan assets at end of year | 2017-12-31 | $748,999 |
Total plan assets at beginning of year | 2017-12-31 | $695,922 |
Total contributions received or receivable from participants | 2017-12-31 | $306,551 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $174,347 |
Other income received | 2017-12-31 | $36,565 |
Net income (gross income less expenses) | 2017-12-31 | $68,769 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $738,310 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $669,541 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $322,266 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $37,585 |
2016 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $26,381 |
Total plan liabilities at beginning of year | 2016-12-31 | $25,470 |
Total income from all sources | 2016-12-31 | $853,662 |
Expenses. Total of all expenses incurred | 2016-12-31 | $770,366 |
Benefits paid (including direct rollovers) | 2016-12-31 | $552,228 |
Total plan assets at end of year | 2016-12-31 | $695,922 |
Total plan assets at beginning of year | 2016-12-31 | $611,715 |
Total contributions received or receivable from participants | 2016-12-31 | $305,300 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $160,047 |
Other income received | 2016-12-31 | $60,231 |
Net income (gross income less expenses) | 2016-12-31 | $83,296 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $669,541 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $586,245 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $488,131 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $58,091 |
2015 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $25,470 |
Total plan liabilities at beginning of year | 2015-12-31 | $22,407 |
Total income from all sources | 2015-12-31 | $757,821 |
Expenses. Total of all expenses incurred | 2015-12-31 | $671,766 |
Benefits paid (including direct rollovers) | 2015-12-31 | $479,773 |
Total plan assets at end of year | 2015-12-31 | $611,715 |
Total plan assets at beginning of year | 2015-12-31 | $522,597 |
Total contributions received or receivable from participants | 2015-12-31 | $286,351 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $148,379 |
Other income received | 2015-12-31 | $21,260 |
Net income (gross income less expenses) | 2015-12-31 | $86,055 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $586,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $500,190 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $450,210 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $43,614 |
2014 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $22,407 |
Total plan liabilities at beginning of year | 2014-12-31 | $25,660 |
Total income from all sources | 2014-12-31 | $691,714 |
Expenses. Total of all expenses incurred | 2014-12-31 | $537,517 |
Benefits paid (including direct rollovers) | 2014-12-31 | $336,101 |
Total plan assets at end of year | 2014-12-31 | $522,597 |
Total plan assets at beginning of year | 2014-12-31 | $371,653 |
Total contributions received or receivable from participants | 2014-12-31 | $239,787 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $175,525 |
Net income (gross income less expenses) | 2014-12-31 | $154,197 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $500,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $345,993 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $451,927 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25,891 |
2013 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $25,660 |
Total plan liabilities at beginning of year | 2013-12-31 | $46,238 |
Total income from all sources | 2013-12-31 | $705,661 |
Expenses. Total of all expenses incurred | 2013-12-31 | $599,558 |
Benefits paid (including direct rollovers) | 2013-12-31 | $398,383 |
Total plan assets at end of year | 2013-12-31 | $371,653 |
Total plan assets at beginning of year | 2013-12-31 | $286,128 |
Total contributions received or receivable from participants | 2013-12-31 | $231,864 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $175,283 |
Net income (gross income less expenses) | 2013-12-31 | $106,103 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $345,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $239,890 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $473,797 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25,892 |
2012 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $46,238 |
Total plan liabilities at beginning of year | 2012-12-31 | $47,400 |
Total income from all sources | 2012-12-31 | $664,553 |
Expenses. Total of all expenses incurred | 2012-12-31 | $627,668 |
Benefits paid (including direct rollovers) | 2012-12-31 | $435,905 |
Total plan assets at end of year | 2012-12-31 | $286,128 |
Total plan assets at beginning of year | 2012-12-31 | $250,405 |
Total contributions received or receivable from participants | 2012-12-31 | $207,081 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $166,100 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $36,885 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $239,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $203,005 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $457,472 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25,663 |
2011 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $47,400 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $38,573 |
Total income from all sources (including contributions) | 2011-12-31 | $685,475 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $549,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $523,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $685,475 |
Value of total assets at end of year | 2011-12-31 | $250,405 |
Value of total assets at beginning of year | 2011-12-31 | $105,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $26,152 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $213,734 |
Total non interest bearing cash at end of year | 2011-12-31 | $250,405 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $105,284 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $136,294 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $203,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $66,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $162,934 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $471,741 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $360,095 |
Contract administrator fees | 2011-12-31 | $26,152 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $47,400 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $38,573 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | WILLIAMS-KEEPERS LLC |
Accountancy firm EIN | 2011-12-31 | 431126847 |
2010 : THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $38,573 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $45,398 |
Total income from all sources (including contributions) | 2010-12-31 | $706,787 |
Total of all expenses incurred | 2010-12-31 | $637,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $610,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $706,385 |
Value of total assets at end of year | 2010-12-31 | $105,284 |
Value of total assets at beginning of year | 2010-12-31 | $42,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $26,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $221,519 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $35,245 |
Other income not declared elsewhere | 2010-12-31 | $402 |
Total non interest bearing cash at end of year | 2010-12-31 | $105,284 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $7,527 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $69,337 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $66,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $-2,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $160,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $484,866 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $450,227 |
Contract administrator fees | 2010-12-31 | $26,567 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $38,573 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $45,398 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | WILLIAMS-KEEPERS LLC |
Accountancy firm EIN | 2010-12-31 | 431126847 |
2022: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE CALLAWAY BANK HEALTH AND WELFARE 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE CALLAWAY BANK HEALTH AND WELFARE 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE CALLAWAY BANK HEALTH AND WELFARE PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |