Original filing (PDF)20240523115440NAL0005275889001

MAURIE MCGUIRE, SOLE PROPRIETOR

Name: MAURIE MCGUIRE, SOLE PROPRIETOR — JACK PEAK RETIREMENT PLAN, Form 5500 (2023)
Creator: MAURIE MCGUIRE, SOLE PROPRIETOR

Form 5500-SF

FILING_RECEIVED

JACK PEAK RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 MAURIE MCGUIRE, SOLE PROPRIETOR.

Plan sponsor

Name

MAURIE MCGUIRE, SOLE PROPRIETOR

EIN

32-0225056

Address

P.O. BOX 846 · SANTA BARBARA, CA · 93102

Phone

(805) 565-8816

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

2024-05-23

Pension benefit codes

3B · Covers self-employed individuals

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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