Original filing (PDF)20250807142606NAL0003766385001

Calhoun County Senior Citizens Association, Inc.

Name: Calhoun County Senior Citizens Association, Inc. — Form 5500 Plan 001 (2024)
Creator: Calhoun County Senior Citizens Association, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calhoun County Senior Citizens Assoc, Inc. Tax Sheltered Annuity Retirement Plan

403(b) retirement plan · Calhoun County Senior Citizens Association, Inc.'s Calhoun County Senior Citizens Assoc, Inc. Tax Sheltered Annuity Retirement Plan held $661K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$661K

Net assets (EOY)

$661K

People on this filing

Marilyn Russell signed Calhoun County Senior Citizens Association, Inc.'s 2024 Form 5500 as plan administrator.

Marilyn Russell — 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 County Senior Citizens Association, Inc.'s EIN is 59-1945679.

EIN 59-1945679

Plan number 001

Plan year 2024

ACK ID 20250807142606NAL0003766385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calhoun County Senior Citizens Association, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calhoun County Senior Citizens Association, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALHOUN COUNTY SENIOR CITIZENS ASSOCIATION, 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