Original filing (PDF)20240726100426NAL0015260993001

Calhoun Agency, Inc.

Name: Calhoun Agency, Inc. — Calhoun Agency, Inc. 401(k), Form 5500 (2023)
Creator: Calhoun Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calhoun Agency, Inc. 401(k) Plan

401(k) retirement plan · Calhoun Agency, Inc.'s Calhoun Agency, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Charles W. Calhoun, Jr. signed Calhoun Agency, Inc.'s 2023 Form 5500 as plan administrator.

Charles W. Calhoun, Jr. — 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 Agency, Inc.'s EIN is 21-0620216.

EIN 21-0620216

Plan number 001

Plan year 2023

ACK ID 20240726100426NAL0015260993001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Calhoun Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Calhoun Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

100

Helping the score