Retirement plan

CALLAHAN TIMBER COMPANY, INC. PROFIT SHARING PLAN

Name: CALLAHAN TIMBER COMPANY, INC. - CALLAHAN TIMBER COMPANY, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: CALLAHAN TIMBER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAHAN TIMBER COMPANY, INC. PROFIT SHARING PLAN, CALLAHAN TIMBER COMPANY, INC.

CALLAHAN TIMBER COMPANY, INC.EIN 59-0816708Plan #001PY 2025

P.O. BOX 87 - CALLAHAN, FL 320110087904-879-3702LinkedIn1-10 employeespaper & forest products

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+15.1% from 2024

Total participants

0.0% from 2024

Average account balance

$289,262

+15.1% from 2024

Annual return

11.13%

+0.90 pp from 2024

Benchmarks

See 2,661 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort2,661 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$289K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4754

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$48K

$6792 / participant

Other / not subdivided$48K100.0%

% of EOY assets

1.644%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$289,262

$177,156+63.3%

$147,027+96.7%

$154,746+86.9%

Participation rate

100.0%

79.4%+20.6pp

73.7%+26.3pp

80.7%+19.3pp

Annual return

11.13%

21.94%-10.8pp

20.23%-9.1pp

172.34%-161.2pp

Employer contribution / active EE

$18,877

$4,336+335.3%

$3,626+420.6%

$4,379+331.1%

Participant deferral / active EE

$5,797-100.0%

$4,933-100.0%

$6,730-100.0%

Admin fee / account holder

$4,754

$14,904-68.1%

$12,223-61.1%

$14,365-66.9%

CALLAHAN TIMBER COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALLAHAN TIMBER COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion