How big is David Almeida's plan?

David Almeida's plan reported $153K in assets and 4 participants for 2025.

Original filing (PDF)20260505101134NAL0001142720001

David Almeida

Name: David Almeida — Belay WP 401(k) Plan, Form 5500 (2025)
Creator: David Almeida
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Belay WP 401(k) Plan

401(k) retirement plan · David Almeida's Belay WP 401(k) Plan held $153K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

People on this filing

David Almeida signed David Almeida's 2025 Form 5500 as plan administrator.

David Almeida — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Almeida's EIN is 04-5649372.

EIN 04-5649372

Plan number 001

Plan year 2025

ACK ID 20260505101134NAL0001142720001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Almeida from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Almeida's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DAVID ALMEIDA

EIN

all filings

Address

2775 N. VENTURA ROAD · STE 101 · OXNARD, CA · 93036

Phone

(805) 973-5917

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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