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CALHOUN COMPANIES 401(K) PLAN 401k Plan overview

Plan NameCALHOUN COMPANIES 401(K) PLAN
Plan identification number 001

CALHOUN COMPANIES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALHOUN REALTY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CALHOUN REALTY COMPANY
Employer identification number (EIN):411725525
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALHOUN COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREW KOCEMBA2024-01-29 ANDREW KOCEMBA2024-01-29
0012022-01-01ANDREW KOCEMBA2023-01-31 ANDREW KOCEMBA2023-01-31
0012021-01-01ANDREW KOCEMBA2022-01-31 ANDREW KOCEMBA2022-01-31
0012020-01-01ANDREW KOCEMBA2021-02-02 ANDREW KOCEMBA2021-02-02
0012019-01-01ANDY KOCEMBA2020-01-24 ANDY KOCEMBA2020-01-24
0012018-01-01ANDY KOCEMBA2019-01-28 ANDY KOCEMBA2019-01-28
0012017-01-01ANDREW KOCEMBA2018-02-27 ANDREW KOCEMBA2018-02-27

Plan Statistics for CALHOUN COMPANIES 401(K) PLAN

401k plan membership statisitcs for CALHOUN COMPANIES 401(K) PLAN

Measure Date Value
2025: CALHOUN COMPANIES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-036
Total number of particpants at end of year2025-06-036
Number of Participants With Account Balances2025-06-036
2024: CALHOUN COMPANIES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-01-296
Total number of particpants at end of year2024-01-296
Number of Participants With Account Balances2024-01-296
2022: CALHOUN COMPANIES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-01-316
Total number of particpants at end of year2022-01-316
Number of Participants With Account Balances2022-01-316

Financial Data on CALHOUN COMPANIES 401(K) PLAN

Measure Date Value
2025 : CALHOUN COMPANIES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0372826
Net assets as of the end of the plan year2025-06-03998616
Total assets as of the beginning of the plan year2025-06-03800946
Value of plan covered by a fidelity bond2025-06-03500000
Participant contributions to plan in this plan year2025-06-03126114
Other expenses paid from plan in this plan year2025-06-030
Other income to plan in this plan year2025-06-03130866
Plan net income in this plan year2025-06-03197670
Net assets as of the end of the plan year2025-06-03998616
Net assets as of the beginning of the plan year2025-06-03800946
Employer contributions to plan in this plan year2025-06-0313516
Fees paid to broker by Benefit Provider2025-06-03465
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-035265
2024 : CALHOUN COMPANIES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-01-29726704
Net assets as of the end of the plan year2024-01-29800946
Total assets as of the beginning of the plan year2024-01-291174598
Value of plan covered by a fidelity bond2024-01-29500000
Participant contributions to plan in this plan year2024-01-29108566
Other expenses paid from plan in this plan year2024-01-290
Other income to plan in this plan year2024-01-29230717
Plan net income in this plan year2024-01-29-373652
Net assets as of the end of the plan year2024-01-29800946
Net assets as of the beginning of the plan year2024-01-291174598
Employer contributions to plan in this plan year2024-01-2913769
Fees paid to broker by Benefit Provider2024-01-29671
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-299510
2022 : CALHOUN COMPANIES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-01-3121421
Net assets as of the end of the plan year2022-01-311334377
Total assets as of the beginning of the plan year2022-01-311059227
Value of plan covered by a fidelity bond2022-01-31500000
Participant contributions to plan in this plan year2022-01-3196270
Other expenses paid from plan in this plan year2022-01-310
Other income to plan in this plan year2022-01-31187746
Plan net income in this plan year2022-01-31275150
Net assets as of the end of the plan year2022-01-311334377
Net assets as of the beginning of the plan year2022-01-311059227
Employer contributions to plan in this plan year2022-01-3112555
Fees paid to broker by Benefit Provider2022-01-31605
Expensese paid to adminstrative service provicers from plan in this plan year2022-01-319637

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