Original filing (PDF)20231011170635NAL0019533923001

PAUL KALRA

Name: PAUL KALRA — PAUL KALRA PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PAUL KALRA

Form 5500-SF

FILING_RECEIVED

PAUL KALRA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 PAUL KALRA.

Plan sponsor

Name

PAUL KALRA

EIN

33-0567196

Address

22956 EL TORO ROAD · LAKE FOREST, CA · 92630

Phone

(949) 215-7880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

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

CHEROKEE CAPITAL HOLDINGS LLC

CHEROKEE CAPITAL HOLDINGS LLC 401(K) PLAN

HARPOON MANAGEMENT, LLC

HARPOON MANAGEMENT, LLC CASH BALANCE PLAN

FIT WEALTH MANAGEMENT

FIT WEALTH MANAGEMENT CASH BALANCE PLAN

SBI MINING CHIP AMERICA, INC.

SBI MINING CHIP AMERICA, INC. 401(K) PLAN

BOSS CAPITAL PARTNERS, INC

BOSS CAPITAL PARTNERS 401(K) PLAN