Original filing (PDF)20250415091755NAL0003176993001

FULLERTON BUSINESS SERVICE, INC.

Name: FULLERTON BUSINESS SERVICE, INC. — FULLERTON BUSINESS SERVICE, INC 401(K) PLAN, Form 5500 (2024)
Creator: FULLERTON BUSINESS SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

FULLERTON BUSINESS SERVICE, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 FULLERTON BUSINESS SERVICE, INC..

Plan sponsor

Name

FULLERTON BUSINESS SERVICE, INC.

EIN

33-0969291

Address

216 E. COMMONWEALTH AVENUE · FULLERTON, CA · 92832

Phone

(714) 525-1123

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FRYE & COMPANY, CPAS

FRYE & COMPANY, CPAS 401K PLAN

$3.5M · 3 participants

PETER CHENG CPA, PC

PETER CHENG CPA, PC 401(K) PLAN

$3.5M · 7 participants

CANTWELL, CUMMINS, MOFFATT & STU

CANTWELL, CUMMINS, MOFFATT & STUART, P.C. 401(K) PROFIT SHARI

$3.5M · 7 participants

J. W. STAFFORD & ASSOCIATES, LTD.

STAFFORD & ASSOCIATES, LTD. PROFIT SHARING PLAN

$3.5M · 2 participants

UDALL CPA GROUP PLLC

UDALL CPA GROUP PLLC 401(K) P/S PLAN