Callos Management Company, Inc. 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Callos Management Company, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2013 filing.
Callos Management Company, Inc. 401(k) Plan Facts (plan year 2013)
Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Oct 14, 2015. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2013
- $937,939 went into the plan in contributions, $420,995 of it from the employer (45%).
- $250,374 was paid out to participants.
- Investment and other income added $821,680.
- Administrative expenses were $67,341, about $222 per account.
How the Callos Management Company, Inc. 401(k) changed, 2009–2013
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2009 | 233 | $3.81 million | $148,467 | $168,346 |
| 2010 | 283 | $4.83 million | $161,020 | $606,326 |
| 2011 | 304 | $4.99 million | $259,110 | $639,495 |
| 2012 | 434 | $4.73 million | $248,063 | $297,878 |
| 2013 | 471 | $6.27 million | $420,995 | $250,374 |
Callos Management Company, Inc. 401(k) Contact Information
Questions about the Callos Management Company, Inc. 401(k)
Is the Callos Management Company, Inc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.
Does Callos Management Company, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $420,995, 45% of all contributions.
Does the Callos Management Company, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Callos Management Company, Inc 401(k) plan?
471 participants at the start of plan year 2013, 415 of them active employees, and 93 former employees who still had money in the plan.
What is the average 401(k) balance at Callos Management Company, Inc?
About $20,633 per account: $6.27 million in plan assets across 304 accounts with a balance at the end of plan year 2013.
Who manages the Callos Management Company, Inc 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.