2023 Form 5500 filing — Calhoun Construction Services 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723134748NAL0011852817001) for Calhoun Construction Services 401(K) Plan, reported by Calhoun Construction Services, Inc. under EIN 46-0585137 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723134748NAL0011852817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calhoun Construction Services, Inc.
- EIN
- 46-0585137
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,267,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,267,235
- Employer contributions
- $339,494
- Participant contributions
- $541,691
- Total income / additions
- $1,545,100
- Benefits paid
- $163,298
- Administrative expenses
- $34,834
- Total expenses
- $198,525
- Net increase / (decrease)
- $1,346,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,875 | $0 |
| Shepherd Financial Investment | ADVISOR | $15,959 | not reported in the loaded dataset |