· 2022–2024 · DOL EFAST2

CALHOUN, COLLISTER & PARHAM, INC. — CALHOUN, COLLISTER & PARHAM, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250613074033NAL0049886098001

CALHOUN, COLLISTER & PARHAM, INC.

Form 5500-SF

FILING_RECEIVED

CALHOUN, COLLISTER & PARHAM, INC. 401(K) PLAN

401(k) retirement plan

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

59-2128390

Address

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

Phone

(813) 961-8300

Industry

Real Estatesee 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

2025-06-13

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

MARTIN AND WOOD APPRAISAL GROUP, LTD.

MARTIN AND WOOD APPRAISAL GROUP, LTD. 401(K) PLAN

$4.4M · 42 participants

DUGGER, GRAFE, SWANSON, INC.

DUGGER GRAFE SWANSON, INC. 401(K) RETIREMENT PLAN

$4.5M · 21 participants

ACADEMY APPRAISAL, INC

ACADEMY APPRAISAL, INC 401(K) PLAN

$4.2M · 22 participants

DELUCA & KREISWIRTH PC 401K PROFIT SHARING PLAN