Original filing (PDF)20250718030147NAL0001181297001

L. ALLEY LOANS, INC.

Name: L. ALLEY LOANS, INC. — L. ALLEY LOANS DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: L. ALLEY LOANS, INC.

Form 5500-SF

FILING_RECEIVED

L. ALLEY LOANS DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 L. ALLEY LOANS, INC..

Plan sponsor

Name

L. ALLEY LOANS, INC.

EIN

20-2761354

Address

17011 BEACH BLVD, STE 1100 · HUNTINGTON BEACH, CA · 92647

Phone

(714) 536-9500

Industry

Finance & Insurancesee 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

2025-07-18

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CCG ADVISORS, LLC

CCG ADVISORS, LLC CASH BALANCE PLAN

$2.5M · 8 participants

ARCUS CAPITAL PARTNERS

ARCUS CAPITAL PARTNERS 401(K) PROFIT SHARING PLAN

$2.5M · 14 participants

MATTERS GRAPH LP

GRAPH STRATEGY 401(K) PROFIT SHARING PLAN

$2.5M · 28 participants

CARLETON MANAGEMENT, INC.

CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

$2.5M · 2 participants

ICG NEXT, LLC

ICG NEXT, LLC 401(K) PLAN

$2.5M · 13 participants