How big is Jonathan Calhoun Insurance Agency Inc.'s plan?

Jonathan Calhoun Insurance Agency Inc.'s plan reported $789K in assets and 7 participants for 2025.

Original filing (PDF)20260501104254NAL0001409024001

Jonathan Calhoun Insurance Agency Inc.

Name: Jonathan Calhoun Insurance Agency Inc. — Form 5500 Plan 001 (2025)
Creator: Jonathan Calhoun Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Calhoun Agency Inc. 401(k) Plan

401(k) retirement plan · Jonathan Calhoun Insurance Agency Inc.'s Jonathan Calhoun Agency Inc. 401(k) Plan held $789K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

People on this filing

Jonathan Calhoun signed Jonathan Calhoun Insurance Agency Inc.'s 2025 Form 5500 as plan administrator.

Jonathan 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

Jonathan Calhoun Insurance Agency Inc.'s EIN is 45-2820021.

EIN 45-2820021

Plan number 001

Plan year 2025

ACK ID 20260501104254NAL0001409024001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jonathan Calhoun Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN CALHOUN INSURANCE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score