Original filing (PDF)20241209163336NAL0014350864001

LA JOLLA MUSIC SOCIETY

Name: LA JOLLA MUSIC SOCIETY — LA JOLLA MUSIC SOCIETY 401(K) PLAN, Form 5500 (2023)
Creator: LA JOLLA MUSIC SOCIETY

Form 5500-SF

FILING_RECEIVED

LA JOLLA MUSIC SOCIETY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 LA JOLLA MUSIC SOCIETY.

Plan sponsor

Name

LA JOLLA MUSIC SOCIETY

EIN

23-7148171

Address

7600 FAY AVE · LA JOLLA, CA · 92037

Phone

(858) 459-3724

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-06-30

Filed

2024-12-09

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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