Original filing (PDF)20250403152423NAL0010454033001

PALMER CAPITAL INC

Name: PALMER CAPITAL INC — PALMER CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PALMER CAPITAL INC

Form 5500-SF

FILING_RECEIVED

PALMER CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMER CAPITAL INC.

Plan sponsor

Name

PALMER CAPITAL INC

EIN

20-1526264

Address

6342 CALLE MONTALVO CIR · GRANITE BAY, CA · 957465821

Phone

(916) 446-8733

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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