Calhoun Construction Services 401(K) Plan — Form 5500 plan (Calhoun Construction Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Calhoun Construction Services 401(K) Plan is a benefit plan reported by Calhoun Construction Services, Inc. under EIN 46-0585137 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $4,267,235 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.3MPlan net assets, end of year$4,267,235
Participants120Covered participants reported
Assets / participant$35.6KComputed: assets ÷ participants$35,560 (computed)
Provider compensation$34.8K2 Schedule C provider row(s)$34,834
- Plan sponsor
- Calhoun Construction Services, Inc.
- EIN
- 46-0585137
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20240723134748NAL0011852817001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,267,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,267,235
- Net assets (BOY)
- $2,920,660
Income & contributions
- Employer contributions
- $339,494
- Participant contributions
- $541,691
- Total contributions
- $998,928
- Total income / additions
- $1,545,100
Expenses & distributions
- Benefits paid
- $163,298
- Administrative expenses
- $34,834
- Total expenses
- $198,525
- Net increase / (decrease)
- $1,346,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,875 | $0 | 2023 |
| Shepherd Financial Investment | ADVISOR | $15,959 | not reported in the loaded dataset | 2023 |