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JONATHAN CALHOUN INSURANCE AGENCY INC 401(k) Plan

What public Form 5500 filings show about the JONATHAN CALHOUN INSURANCE AGENCY INC 401(k) plan — and how to find and check your own account.

Plan assets
$587K
Participants
9
Plans on file
1

The JONATHAN CALHOUN INSURANCE AGENCY INC 401(k) on its latest Form 5500

JONATHAN CALHOUN INSURANCE AGENCY INC (EIN 45-2820021) reports JONATHAN CALHOUN AGENCY INC 401(K) PLAN on its most recent Form 5500, with $587K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full JONATHAN CALHOUN INSURANCE AGENCY INC filing — schedules, fees, and providers.

Who runs the JONATHAN CALHOUN INSURANCE AGENCY INC 401(k)?

JONATHAN CALHOUN INSURANCE AGENCY INC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JONATHAN CALHOUN INSURANCE AGENCY INCHR for the recordkeeper’s name and login.

How to check your JONATHAN CALHOUN INSURANCE AGENCY INC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JONATHAN CALHOUN INSURANCE AGENCY INC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: JONATHAN CALHOUN INSURANCE AGENCY INC — all Form 5500 filings (EIN 45-2820021) · North Carolina employer EIN lookup · Form 5500 search
JONATHAN CALHOUN INSURANCE AGENCY INC 401(k) Plan — Form 5500