How big is McCaleb Trust, L.L.C.'s plan?

McCaleb Trust, L.L.C.'s plan reported $48K in assets and 13 participants for 2024.

Original filing (PDF)20250717131835NAL0000342513018

McCaleb Trust, L.L.C.

Name: McCaleb Trust, L.L.C. — McCaleb Funeral Home, Form 5500 (2024)
Creator: McCaleb Trust, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCaleb Funeral Home Retirement Plan

401(k) retirement plan · McCaleb Trust, L.L.C.'s McCaleb Funeral Home Retirement Plan held $48K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Mark McCaleb signed McCaleb Trust, L.L.C.'s 2024 Form 5500 as plan administrator.

Mark McCaleb — 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

McCaleb Trust, L.L.C.'s EIN is 46-3959944.

EIN 46-3959944

Plan number 001

Plan year 2024

ACK ID 20250717131835NAL0000342513018

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCaleb Trust, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCaleb Trust, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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