How big is 866 Inc.'s plan?

866 Inc.'s plan reported $8.8M in assets and 5 participants for 2024.

Original filing (PDF)20250723160334NAL0005687248004

866 Inc.

Name: 866 Inc. — 866 Inc. Employees Profit Sharing Plan, Form 5500 (2024)
Creator: 866 Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

866 Inc. Employees Profit Sharing Plan

Defined-contribution retirement plan · 866 Inc.'s 866 Inc. Employees Profit Sharing Plan held $8.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Michael Callahan signed 866 Inc.'s 2024 Form 5500 as plan administrator.

Michael Callahan — 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

866 Inc.'s EIN is 94-2419718.

EIN 94-2419718

Plan number 002

Plan year 2024

ACK ID 20250723160334NAL0005687248004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 866 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

866 Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 866 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

866 INC

EIN

all filings

Address

289 WRIGHT BROTHERS AVE · LIVERMORE, CA · 94551

Phone

(925) 294-8307

Industry

Real Estate

Plan administrator

Name

866 INC

EIN

94-2419718

City

LIVERMORE, CA

Phone

(925) 294-8307

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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