?>
Logo

CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:CALLAN LLC
Employer identification number (EIN):942192581
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN L. TAYLOR
0012016-01-01SUSAN L. TAYLOR
0012015-01-01SUSAN L. TAYLOR
0012014-01-01SUSAN L. TAYLOR
0012013-01-01ROSANNA SANGALANG
0012012-01-01SUSAN TAYLOR SUSAN TAYLOR2013-10-14
0012011-01-01SUSAN TAYLOR
0012009-01-01SUSAN L. TAYLOR SUSAN L. TAYLOR2010-10-14

Plan Statistics for CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01283
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01291
Number of participants with account balances2022-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01188
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01283
Number of participants with account balances2021-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01270
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01277
Number of participants with account balances2020-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01192
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01270
Number of participants with account balances2019-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-01190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01257
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01246
Number of participants with account balances2017-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01237
Number of participants with account balances2016-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01235
Number of participants with account balances2015-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01211
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01223
Number of participants with account balances2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01211
Number of participants with account balances2013-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01201
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01208
Number of participants with account balances2012-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01207
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01201
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01202
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-19,143,176
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,815,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,758,736
Value of total corrective distributions2022-12-31$7,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,051,684
Value of total assets at end of year2022-12-31$164,503,808
Value of total assets at beginning of year2022-12-31$188,462,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,593
Total interest from all sources2022-12-31$22,772
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$168,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$168,089
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,053,886
Participant contributions at end of year2022-12-31$557,802
Participant contributions at beginning of year2022-12-31$511,283
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,276,814
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,067,923
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,082,890
Other income not declared elsewhere2022-12-31$-1,867,939
Administrative expenses (other) incurred2022-12-31$44,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,958,983
Value of net assets at end of year (total assets less liabilities)2022-12-31$164,503,808
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$188,462,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,556,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,800,399
Interest on participant loans2022-12-31$22,772
Value of interest in common/collective trusts at end of year2022-12-31$132,060,689
Value of interest in common/collective trusts at beginning of year2022-12-31$157,794,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$815,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$512,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$512,709
Asset value of US Government securities at end of year2022-12-31$4,346,893
Asset value of US Government securities at beginning of year2022-12-31$3,375,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,770,182
Net investment gain or loss from common/collective trusts2022-12-31$-23,747,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,914,908
Employer contributions (assets) at end of year2022-12-31$1,000,000
Employer contributions (assets) at beginning of year2022-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,758,736
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$4,890,254
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,400,750
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31133891517
2021 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$32,811,896
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,370,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,314,452
Value of total corrective distributions2021-12-31$11,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,118,529
Value of total assets at end of year2021-12-31$188,462,791
Value of total assets at beginning of year2021-12-31$160,021,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,209
Total interest from all sources2021-12-31$25,854
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$155,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$155,887
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,878,154
Participant contributions at end of year2021-12-31$511,283
Participant contributions at beginning of year2021-12-31$567,763
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,067,923
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,681,544
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,360,468
Other income not declared elsewhere2021-12-31$293,228
Administrative expenses (other) incurred2021-12-31$39,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$28,441,735
Value of net assets at end of year (total assets less liabilities)2021-12-31$188,462,791
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$160,021,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,800,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,759,047
Interest on participant loans2021-12-31$25,854
Value of interest in common/collective trusts at end of year2021-12-31$157,794,394
Value of interest in common/collective trusts at beginning of year2021-12-31$130,186,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$512,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$913,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$913,047
Asset value of US Government securities at end of year2021-12-31$3,375,333
Asset value of US Government securities at beginning of year2021-12-31$3,347,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,165,341
Net investment gain or loss from common/collective trusts2021-12-31$22,053,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,879,907
Employer contributions (assets) at end of year2021-12-31$1,000,000
Employer contributions (assets) at beginning of year2021-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,314,452
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$4,400,750
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,565,236
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31133891517
2020 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,817,906
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,193,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,145,446
Value of total corrective distributions2020-12-31$19,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,122,200
Value of total assets at end of year2020-12-31$160,021,056
Value of total assets at beginning of year2020-12-31$137,396,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,027
Total interest from all sources2020-12-31$24,296
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$92,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$92,724
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,643,852
Participant contributions at end of year2020-12-31$567,763
Participant contributions at beginning of year2020-12-31$395,909
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$40,665
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,681,544
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,963,361
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$617,866
Other income not declared elsewhere2020-12-31$572,629
Administrative expenses (other) incurred2020-12-31$25,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,624,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$160,021,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$137,396,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,759,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,148,928
Interest on participant loans2020-12-31$24,296
Value of interest in common/collective trusts at end of year2020-12-31$130,186,579
Value of interest in common/collective trusts at beginning of year2020-12-31$112,630,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$913,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,264,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,264,637
Asset value of US Government securities at end of year2020-12-31$3,347,840
Asset value of US Government securities at beginning of year2020-12-31$2,529,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$763,276
Net investment gain or loss from common/collective trusts2020-12-31$17,242,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,860,482
Employer contributions (assets) at end of year2020-12-31$1,000,000
Employer contributions (assets) at beginning of year2020-12-31$1,008,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,145,446
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,565,236
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,414,519
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,829,127
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,716,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,716,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,527,072
Value of total assets at end of year2019-12-31$137,396,385
Value of total assets at beginning of year2019-12-31$111,283,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$19,925
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,419,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,419,417
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,528,506
Participant contributions at end of year2019-12-31$395,909
Participant contributions at beginning of year2019-12-31$478,326
Participant contributions at end of year2019-12-31$40,665
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,963,361
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,418,833
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,166,253
Other income not declared elsewhere2019-12-31$744,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$26,112,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$137,396,385
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$111,283,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,148,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,182,778
Interest on participant loans2019-12-31$19,925
Value of interest in common/collective trusts at end of year2019-12-31$112,630,283
Value of interest in common/collective trusts at beginning of year2019-12-31$74,203,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,264,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$2,529,273
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,521,998
Net investment gain or loss from common/collective trusts2019-12-31$14,596,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,832,313
Employer contributions (assets) at end of year2019-12-31$1,008,810
Employer contributions (assets) at beginning of year2019-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,716,300
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,414,519
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,533,879
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,514,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,514,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,653,645
Value of total assets at end of year2018-12-31$111,283,558
Value of total assets at beginning of year2018-12-31$115,331,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$18,780
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,852,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,852,869
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,112,546
Participant contributions at end of year2018-12-31$478,326
Participant contributions at beginning of year2018-12-31$337,831
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,418,833
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,726,821
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$762,999
Other income not declared elsewhere2018-12-31$-993,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,048,073
Value of net assets at end of year (total assets less liabilities)2018-12-31$111,283,558
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,331,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,182,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,601,906
Interest on participant loans2018-12-31$18,780
Value of interest in common/collective trusts at end of year2018-12-31$74,203,621
Value of interest in common/collective trusts at beginning of year2018-12-31$75,664,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,790,668
Net investment gain or loss from common/collective trusts2018-12-31$-3,274,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,778,100
Employer contributions (assets) at end of year2018-12-31$1,000,000
Employer contributions (assets) at beginning of year2018-12-31$1,000,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,514,194
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,312,332
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,397,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,397,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,514,018
Value of total assets at end of year2017-12-31$115,331,631
Value of total assets at beginning of year2017-12-31$95,416,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$18,065
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,582,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,582,976
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,998,204
Participant contributions at end of year2017-12-31$337,831
Participant contributions at beginning of year2017-12-31$477,902
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,726,821
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,388,495
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$747,729
Other income not declared elsewhere2017-12-31$723,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$19,914,765
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,331,631
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$95,416,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,601,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,998,054
Interest on participant loans2017-12-31$18,065
Value of interest in common/collective trusts at end of year2017-12-31$75,664,730
Value of interest in common/collective trusts at beginning of year2017-12-31$57,552,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,591,797
Net investment gain or loss from common/collective trusts2017-12-31$8,881,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,768,085
Employer contributions (assets) at end of year2017-12-31$1,000,343
Employer contributions (assets) at beginning of year2017-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,397,567
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,756,606
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,306,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,303,050
Value of total corrective distributions2016-12-31$3,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,780,522
Value of total assets at end of year2016-12-31$95,416,866
Value of total assets at beginning of year2016-12-31$83,966,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$20,821
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,227,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,227,948
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,821,393
Participant contributions at end of year2016-12-31$477,902
Participant contributions at beginning of year2016-12-31$503,414
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,388,495
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,206,785
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,254,526
Other income not declared elsewhere2016-12-31$-27,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,450,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$95,416,866
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,966,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,998,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,546,308
Interest on participant loans2016-12-31$20,821
Value of interest in common/collective trusts at end of year2016-12-31$57,552,415
Value of interest in common/collective trusts at beginning of year2016-12-31$45,710,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,404,486
Net investment gain or loss from common/collective trusts2016-12-31$4,350,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,704,603
Employer contributions (assets) at end of year2016-12-31$1,000,000
Employer contributions (assets) at beginning of year2016-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,303,050
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,451,895
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,234,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,234,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,710,537
Value of total assets at end of year2015-12-31$83,966,559
Value of total assets at beginning of year2015-12-31$83,749,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$18,026
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,645,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,645,338
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,653,621
Participant contributions at end of year2015-12-31$503,414
Participant contributions at beginning of year2015-12-31$372,377
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,206,785
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,982,988
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$393,507
Other income not declared elsewhere2015-12-31$-320,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$217,275
Value of net assets at end of year (total assets less liabilities)2015-12-31$83,966,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,749,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,546,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,370,085
Interest on participant loans2015-12-31$18,026
Value of interest in common/collective trusts at end of year2015-12-31$45,710,052
Value of interest in common/collective trusts at beginning of year2015-12-31$46,023,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,230,798
Net investment gain or loss from common/collective trusts2015-12-31$-370,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,663,409
Employer contributions (assets) at end of year2015-12-31$1,000,000
Employer contributions (assets) at beginning of year2015-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,234,620
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,321,068
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$615,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$615,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,327,248
Value of total assets at end of year2014-12-31$83,749,284
Value of total assets at beginning of year2014-12-31$76,043,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$15,971
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,582,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,582,701
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,465,369
Participant contributions at end of year2014-12-31$372,377
Participant contributions at beginning of year2014-12-31$469,356
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,982,988
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,408,957
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$262,225
Other income not declared elsewhere2014-12-31$-152,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,705,581
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,749,284
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,043,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,370,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,623,438
Interest on participant loans2014-12-31$15,971
Value of interest in common/collective trusts at end of year2014-12-31$46,023,834
Value of interest in common/collective trusts at beginning of year2014-12-31$41,741,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$265,593
Net investment gain or loss from common/collective trusts2014-12-31$2,281,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,599,654
Employer contributions (assets) at end of year2014-12-31$1,000,000
Employer contributions (assets) at beginning of year2014-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$615,487
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE
Accountancy firm EIN2014-12-31133891517
2013 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,393,608
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$782,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$782,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,934,879
Value of total assets at end of year2013-12-31$76,043,703
Value of total assets at beginning of year2013-12-31$60,432,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$19,810
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,100,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,100,432
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,343,902
Participant contributions at end of year2013-12-31$469,356
Participant contributions at beginning of year2013-12-31$487,952
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,408,957
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$680,736
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$215,453
Other income not declared elsewhere2013-12-31$322,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,611,230
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,043,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,432,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,623,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,839,443
Interest on participant loans2013-12-31$19,810
Value of interest in common/collective trusts at end of year2013-12-31$41,741,952
Value of interest in common/collective trusts at beginning of year2013-12-31$32,624,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,828,604
Net investment gain or loss from common/collective trusts2013-12-31$6,187,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,375,524
Employer contributions (assets) at end of year2013-12-31$800,000
Employer contributions (assets) at beginning of year2013-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$782,378
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE
Accountancy firm EIN2013-12-31133891517
2012 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,901,029
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,121,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,121,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,675,441
Value of total assets at end of year2012-12-31$60,432,473
Value of total assets at beginning of year2012-12-31$50,652,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$18,076
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$826,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$826,560
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,222,751
Participant contributions at end of year2012-12-31$487,952
Participant contributions at beginning of year2012-12-31$444,246
Assets. Other investments not covered elsewhere at end of year2012-12-31$680,736
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$464,835
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$139,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,714
Other income not declared elsewhere2012-12-31$-139,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,779,555
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,432,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,652,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,839,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,754,057
Interest on participant loans2012-12-31$18,076
Value of interest in common/collective trusts at end of year2012-12-31$32,624,342
Value of interest in common/collective trusts at beginning of year2012-12-31$28,184,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,733,736
Net investment gain or loss from common/collective trusts2012-12-31$3,786,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,313,278
Employer contributions (assets) at end of year2012-12-31$800,000
Employer contributions (assets) at beginning of year2012-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,121,474
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,102,931
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,342,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,342,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,233,246
Value of total assets at end of year2011-12-31$50,652,918
Value of total assets at beginning of year2011-12-31$53,892,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$17,753
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$772,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$772,946
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,953,205
Participant contributions at end of year2011-12-31$444,246
Participant contributions at beginning of year2011-12-31$445,141
Assets. Other investments not covered elsewhere at end of year2011-12-31$464,835
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,883
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$5,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,714
Other income not declared elsewhere2011-12-31$7,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,239,174
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,652,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,892,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,754,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,123,890
Interest on participant loans2011-12-31$17,753
Value of interest in common/collective trusts at end of year2011-12-31$28,184,066
Value of interest in common/collective trusts at beginning of year2011-12-31$6,523,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,018,917
Net investment gain or loss from common/collective trusts2011-12-31$90,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,258,158
Employer contributions (assets) at end of year2011-12-31$800,000
Employer contributions (assets) at beginning of year2011-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,336,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,121,461
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,250,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,245,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,074,914
Value of total assets at end of year2010-12-31$53,892,092
Value of total assets at beginning of year2010-12-31$48,021,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,270
Total interest from all sources2010-12-31$21,726
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$886,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$886,793
Administrative expenses professional fees incurred2010-12-31$5,270
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,837,161
Participant contributions at end of year2010-12-31$445,141
Participant contributions at beginning of year2010-12-31$426,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,870,691
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,892,092
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,021,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,123,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,882,061
Interest on participant loans2010-12-31$21,726
Value of interest in common/collective trusts at end of year2010-12-31$6,523,061
Value of interest in common/collective trusts at beginning of year2010-12-31$4,912,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,830,835
Net investment gain or loss from common/collective trusts2010-12-31$307,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,237,753
Employer contributions (assets) at end of year2010-12-31$800,000
Employer contributions (assets) at beginning of year2010-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,245,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN

2022: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CALLAN ASSOCIATES INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3