How big is Everett Callahan Insurance Agency's plan?

Everett Callahan Insurance Agency's plan reported $408K in assets and 2 participants for 2024.

Original filing (PDF)20250703095810NAL0000892368001

Everett Callahan Insurance Agency

Name: Everett Callahan Insurance Agency — Everett Callahan, Form 5500 (2024)
Creator: Everett Callahan Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everett Callahan Insurance Agency 401(k) Plan

401(k) retirement plan · Everett Callahan Insurance Agency's Everett Callahan Insurance Agency 401(k) Plan held $408K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Dan Callahan signed Everett Callahan Insurance Agency's 2024 Form 5500 as plan administrator.

Dan 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

Everett Callahan Insurance Agency's EIN is 95-3372736.

EIN 95-3372736

Plan number 002

Plan year 2024

ACK ID 20250703095810NAL0000892368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Everett Callahan Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Everett Callahan Insurance Agency'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 EVERETT CALLAHAN INSURANCE AGENCY.

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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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

EVERETT CALLAHAN INSURANCE AGENCY

EIN

all filings

Address

1913 E 17TH STREET SUITE 214 · SANTA ANA, CA · 92705

Phone

(714) 246-8976

Industry

Finance & Insurance

Plan administrator