How big is Calhoun Property Management, I's plan?

Calhoun Property Management, I's plan reported $422K in assets and 7 participants for 2024.

Original filing (PDF)20250801124321NAL0007174897001

Calhoun Property Management, I

Name: Calhoun Property Management, I — 401(k) Profit, Form 5500 (2024)
Creator: Calhoun Property Management, I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Calhoun Property Management, Inc.

401(k) retirement plan · Calhoun Property Management, I's 401(k) Profit Sharing Plan for Employees of Calhoun Property Management, Inc. held $422K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

Patrick Forgette signed Calhoun Property Management, I's 2024 Form 5500 as plan administrator.

Patrick Forgette — 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 Property Management, I's EIN is 34-2015037.

EIN 34-2015037

Plan number 001

Plan year 2024

ACK ID 20250801124321NAL0007174897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calhoun Property Management, I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calhoun Property Management, I's plan includes 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 PROPERTY MANAGEMENT, I.

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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