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.

Key reported metrics

Plan sponsor
Calhoun Construction Services, Inc.
EIN
46-0585137
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
120
End-of-year plan assets
$4,267,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20240723134748NAL0011852817001

Reported financial statement (2023 · Schedule H)

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,875$02023
Shepherd Financial InvestmentADVISOR$15,959not reported in the loaded dataset2023

Related Form 5500 pages