How big is Callahan Financial's plan?

Callahan Financial's plan reported $677K in assets and 5 participants for 2022.

Original filing (PDF)20230331093211NAL0081964578001

Callahan Financial

Name: Callahan Financial — Callahan Financial 401(k) Plan, Form 5500 (2022)
Creator: Callahan Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callahan Financial 401(k) Plan

401(k) retirement plan · Callahan Financial's Callahan Financial 401(k) Plan held $677K in plan assets for 5 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

People on this filing

Cynthia S. Lofton signed Callahan Financial's 2022 Form 5500 as plan administrator.

Cynthia S. Lofton — 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

Callahan Financial's EIN is 27-3757996.

EIN 27-3757996

Plan number 001

Plan year 2022

ACK ID 20230331093211NAL0081964578001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Callahan Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Callahan Financial's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CALLAHAN FINANCIAL.

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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