How big is Forever Balboa Park's plan?

Forever Balboa Park's plan reported $912K in assets and 9 participants for 2024.

Original filing (PDF)20250930125132NAL0029368834001

Forever Balboa Park

Name: Forever Balboa Park — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: Forever Balboa Park
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Forever Balboa Park

401(k) retirement plan · Forever Balboa Park's 403(b) Thrift Plan for Employees of Forever Balboa Park held $912K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

People on this filing

Elizabeth Porter signed Forever Balboa Park's 2024 Form 5500 as plan administrator.

Elizabeth Porter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forever Balboa Park's EIN is 33-0849518.

EIN 33-0849518

Plan number 002

Plan year 2024

ACK ID 20250930125132NAL0029368834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forever Balboa Park from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forever Balboa Park's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOREVER BALBOA PARK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

FOREVER BALBOA PARK

EIN

all filings

Address

1549 EL PRADO STE 1 · SAN DIEGO, CA · 921011699

Phone

(619) 331-1926

Industry

Arts, Entertainment, Recreation

Plan administrator