Original filing (PDF)20250304104723NAL0003570467001

ONLY ESCROW

Name: ONLY ESCROW — ONLY ESCROW CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: ONLY ESCROW

Form 5500-SF

FILING_RECEIVED

ONLY ESCROW CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONLY ESCROW.

Plan sponsor

Name

ONLY ESCROW

EIN

26-0734597

Address

6300 CANOGA AVENUE, SUITE 590 · WOODLAND HILLS, CA · 91367

Phone

(818) 710-8221

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-03-04

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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