How big is Calhoun Funeral Home, LLC's plan?

Calhoun Funeral Home, LLC's plan reported $2.5M in assets and 40 participants for 2024.

Original filing (PDF)20251010112824NAL0007611041001

Calhoun Funeral Home, LLC

Name: Calhoun Funeral Home, LLC — Calhoun Funeral Home LLC, Form 5500 (2024)
Creator: Calhoun Funeral Home, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calhoun Funeral Home LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Calhoun Funeral Home, LLC's Calhoun Funeral Home LLC 401(k) Profit Sharing Plan and Trust held $2.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

W. Byron Calhoun signed Calhoun Funeral Home, LLC's 2024 Form 5500 as plan administrator.

W. Byron Calhoun — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Calhoun Funeral Home, LLC's EIN is 20-4631075.

EIN 20-4631075

Plan number 001

Plan year 2024

ACK ID 20251010112824NAL0007611041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calhoun Funeral Home, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calhoun Funeral Home, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALHOUN FUNERAL HOME, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CALHOUN FUNERAL HOME, LLC

EIN

all filings

Address

23000 ROCKSIDE ROAD · BEDFORD HEIGHTS, OH · 44146

Phone

(216) 738-0300

Industry

Other Services (ex. Public Admin)

Plan administrator