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RICHARD MCCALLISTER, A SOLE PROPRIETOR — RICHARD MCCALLISTER, A SOLE PROPRIETOR DBPP, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230929203949NAL0014575233001
RICHARD MCCALLISTER, A SOLE PROPRIETOR
Form 5500-SF
FILING_RECEIVED
RICHARD MCCALLISTER, A SOLE PROPRIETOR DBPP
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RICHARD MCCALLISTER, A SOLE PROPRIETOR
.
Find decision makers
Plan sponsor
Name
RICHARD MCCALLISTER, A SOLE PROPRIETOR
EIN
33-0636595
Address
28924 S. WESTERN AVE., SUITE 213 · RANCHO PALOS VERDES, CA · 90275
Phone
(310) 891-0894
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-29
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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