Kathleen A. Mccallister, Bankruptcy Trustee 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kathleen A. Mccallister, Bankruptcy Trustee
  • Sponsor EIN: 260519228
  • Sponsor Address: PO BOX 1150, MERIDIAN, ID, 83680
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$1.1M$34,893$49,803
20243$854,937$26,853$40,248
20233$702,031$26,106$38,807
20223$555,356$34,701$39,144

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