· 2022–2024 · DOL EFAST2

THE CALLANWOLDE FOUNDATION, INC. — THE CALLANWOLDE FOUNDATION, INC. 401(K) PLAN, Form 5500 (2023)

Original filing (PDF)20240515131801NAL0083358098001

THE CALLANWOLDE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

THE CALLANWOLDE FOUNDATION, INC. 401(K) PLAN

401(k) retirement plan

Active participants

11

Accounts w/ balance

11

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THE CALLANWOLDE FOUNDATION, INC.

EIN

58-1489389all filings

Address

980 BRIARCLIFF ROAD NE · ATLANTA, GA · 30306

Phone

(404) 872-5338

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

KATZ AMSTERDAM FOUNDATION

KATZ AMSTERDAM FOUNDATION 401(K) PLAN

$389K · 4 participants

HONNOLD FOUNDATION

HONNOLD FOUNDATION 401(K) PLAN

WEST BAY PILIPINO MULTI SERVICE

WEST BAY PILIPINO MULTI SERVICE CENTER 401(K) PLAN

$389K · 17 participants

COBBLE HILL TOWERS CONDOMINIUM

COBBLE HILL TOWERS CONDOMINIUM 401(K) PROFIT SHARING PLAN AND TRUST

$389K · 3 participants

BOYS & GIRLS CLUB OF EAST MISSISSIPPI, INC.

BOYS & GIRLS CLUB OF EAST MISSISSIPPI, INC. PENSION PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.