How big is Richard McCallister, a SOLE Proprietor's plan?

Richard McCallister, a SOLE Proprietor's plan reported $3.3M in assets and 2 participants for 2022.

Original filing (PDF)20230929203949NAL0014575233001

Richard McCallister, a SOLE Proprietor

Name: Richard McCallister, a SOLE Proprietor — Form 5500 Plan 003 (2022)
Creator: Richard McCallister, a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard McCallister, a SOLE Proprietor DBPP

Defined-benefit pension plan · Richard McCallister, a SOLE Proprietor's Richard McCallister, a SOLE Proprietor DBPP held $3.3M in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Richard McCallister, a SOLE Proprietor's EIN is 33-0636595.

EIN 33-0636595

Plan number 003

Plan year 2022

ACK ID 20230929203949NAL0014575233001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Richard McCallister, a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Richard McCallister, a SOLE Proprietor's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD MCCALLISTER, A SOLE PROPRIETOR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off