Original filing (PDF)20250320150800NAL0011515696001

CALHOUN MANAGEMENT CORPORATION

Name: CALHOUN MANAGEMENT CORPORATION — CALHOUN MANAGEMENT CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: CALHOUN MANAGEMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

CALHOUN MANAGEMENT CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

461

Accounts w/ balance

206

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALHOUN MANAGEMENT CORPORATION.

Plan sponsor

Name

CALHOUN MANAGEMENT CORPORATION

EIN

58-2306692

Address

51 BRYANT STREET · SUITE A · JASPER, GA · 301431491

Phone

(864) 624-9962

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Accommodation & Food Services plans

ADLTP, INC.

ADLTP RETIREMENT PLAN

$2.1M · 79 participants

THE WALDWIN GROUP

THE WALDWIN GROUP 401(K) PLAN

$2.1M · 231 participants

ALBERT AND CAROL MUELLER LTD PARTNERSHIP

MUELLER MCDONALD'S 401(K) PLAN

$2.1M · 371 participants

DEBO'S DINERS, INC.

DEBOS DINERS, INC 401(K) PLAN

$2.1M · 50 participants

UTAH DEL INC

UTAH DEL INC 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 402 participants