Calhoun Management Corporation 401(k) Plan: Login, Facts & Contact Information

Calhoun Management Corporation 401(k) Plan Facts

Plan name
CALHOUN MANAGEMENT CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CALHOUN MANAGEMENT CORPORATION
Participants
421 (461 active employees)
Plan assets
$2,138,034 at Dec 31, 2024
Average account balance
$10,379 across 206 accounts
Employer contributions
$68,026 in plan year 2024 (23% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Mar 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $290,536 went into the plan in contributions, $68,026 of it from the employer (23%).
  • $78,106 was paid out to participants.
  • Investment and other income added $196,802.

How the Calhoun Management Corporation 401(k) changed, 2018–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018218$963,704$53,169$108,281
2019224$955,140$52,490$381,858
2020186$1.29 million$53,382$204,252
2022347$1.42 million$56,397$261,921
2023292$1.75 million$49,997$115,434
2024421$2.14 million$68,026$78,106

Calhoun Management Corporation 401(k) Contact Information

Phone
864-624-9962
Mailing address
51 BRYANT STREET SUITE A, JASPER GA 301431491
Plan sponsor
CALHOUN MANAGEMENT CORPORATION
Employer identification number (EIN)
58-2306692
Plan number
001

Questions about the Calhoun Management Corporation 401(k)

Does Calhoun Management Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $68,026, 23% of all contributions.

Does the Calhoun Management Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Calhoun Management Corporation 401(k) plan?

421 participants at the start of plan year 2024, 461 of them active employees.

What is the average 401(k) balance at Calhoun Management Corporation?

About $10,379 per account: $2.14 million in plan assets across 206 accounts with a balance at the end of plan year 2024.

Who manages the Calhoun Management Corporation 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Calhoun Management Corporation. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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