How big is Calhoun, Thomson + Matza, LLP's plan?

Calhoun, Thomson + Matza, LLP's plan reported $2.9M in assets and 15 participants for 2024.

Original filing (PDF)20250624161617NAL0010209616001

Calhoun, Thomson + Matza, LLP

Name: Calhoun, Thomson + Matza, LLP — Calhoun,Thomson +, Form 5500 (2024)
Creator: Calhoun, Thomson + Matza, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calhoun,Thomson + Matza, LLP 401(k) Retirement Plan

401(k) retirement plan · Calhoun, Thomson + Matza, LLP's Calhoun,Thomson + Matza, LLP 401(k) Retirement Plan held $2.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Tanya Davis signed Calhoun, Thomson + Matza, LLP's 2024 Form 5500 as plan administrator.

Tanya Davis — 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, Thomson + Matza, LLP's EIN is 74-2859143.

EIN 74-2859143

Plan number 001

Plan year 2024

ACK ID 20250624161617NAL0010209616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calhoun, Thomson + Matza, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calhoun, Thomson + Matza, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALHOUN, THOMSON + MATZA, LLP.

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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