· 2022–2024 · DOL EFAST2

Calhoun, Collister & Parham, Inc. — Calhoun, Collist, Form 5500 (2024)

Original filing (PDF)20250613074033NAL0049886098001

Calhoun, Collister & Parham, Inc.

Form 5500-SF

FILING_RECEIVED

Calhoun, Collister & Parham, Inc. 401(k) Plan

401(k) retirement plan · Calhoun, Collister & Parham, Inc.'s Calhoun, Collister & Parham, Inc. 401(k) Plan held $4.4M in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

13

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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

79

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 CALHOUN, COLLISTER & PARHAM, INC..

Plan sponsor

Name

CALHOUN, COLLISTER & PARHAM, INC.

EIN

59-2128390all filings

Address

10014 N. DALE MABRY HIGHWAY · SUITE 201 · TAMPA, FL · 336184426

Phone

(813) 961-8300

Industry

Real Estate

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

2025-06-13

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 Real Estate plans

DART Appraisal.COM

DART Appraisal.COM Retirement Plan

$4.4M · 115 participants

Major Appraisals, Inc.

Major Appraisals, Inc. Profit Sharing 401(k) Plan

$4.5M · 9 participants

Deluca & Kreiswirth, P.C. 401(k) Profit Sharing Plan

$4.5M · 4 participants

D.S. Murphy LLC

DS Murphy LLC 401(k) Plan

$4.6M · 54 participants

QVAL Property Advisors LLC

QVAL Property Advisors LLC 401(k) Profit Sharing Plan and Trust

$4.2M · 33 participants

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