Original filing (PDF)20250701150700NAL0030883282001

CALVIN R TACKETT

Name: CALVIN R TACKETT — TACKETT, CALVIN R. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CALVIN R TACKETT

Form 5500-SF

FILING_RECEIVED

TACKETT, CALVIN R. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALVIN R TACKETT.

Plan sponsor

Name

CALVIN R TACKETT

EIN

61-1230795

Address

ATTORNEY AT LAW · 40 MAIN STREET · WHITESBURG, KY · 41858

Phone

(606) 633-0126

Industry

Law Offices· Professional & Technical 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

2025-07-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

OLIVER LAW FIRM

OLIVER LAW FIRM 401(K) PLAN

$1.5M · 14 participants

APPLEBAUM AND STONE PLC

APPLEBAUM AND STONE PLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 20 participants

KELLER BENVENUTTI KIM LLP

KELLER BENVENUTTI KIM LLP 401(K) PSP

$1.5M · 11 participants

SUMMERS NAGY LAW OFFICES, INC.

SUMMERS NAGY LAW OFFICES, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 5 participants

THE DOYLE FIRM, PC

THE DOYLE FIRM, PC 401(K) PLAN

$1.5M · 11 participants