Original filing (PDF)20240411193955NAL0001466817001

EQUESTRIAN REAL ESTATE, INC.

Name: EQUESTRIAN REAL ESTATE, INC. — EQUESTRIAN REAL ESTATE, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: EQUESTRIAN REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

EQUESTRIAN REAL ESTATE, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 EQUESTRIAN REAL ESTATE, INC..

Plan sponsor

Name

EQUESTRIAN REAL ESTATE, INC.

EIN

20-4005906

Address

2175 EL AMIGO RD. · DEL MAR, CA · 92014

Phone

(858) 350-1010

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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