Original filing (PDF)20240306152539NAL0025536625001

Mellinger, Nancy, Real Estate, Inc.

Name: Mellinger, Nancy, Real Estate, Inc. — Nancy Mellinge, Form 5500 (2023)
Creator: Mellinger, Nancy, Real Estate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy Mellinger Real Estate, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Mellinger, Nancy, Real Estate, Inc.'s Nancy Mellinger Real Estate, Inc. 401(k) Profit Sharing Plan and Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Mellinger, Nancy, Real Estate, Inc.'s EIN is 33-1106262.

EIN 33-1106262

Plan number 001

Plan year 2023

ACK ID 20240306152539NAL0025536625001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mellinger, Nancy, Real Estate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mellinger, Nancy, Real Estate, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MELLINGER, NANCY, REAL ESTATE, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MELLINGER, NANCY, REAL ESTATE, INC.

EIN

all filings

Address

828 KUFFEL CANYON ROAD P.O. BOX 258 · SKYFOREST, CA · 92385

Phone

(909) 337-4466

Industry

Real Estate

Plan administrator

Name

MELLINGER, NANCY, REAL ESTATE, INC.

EIN

33-1106262

City

SKYFOREST, CA

Phone

(909) 337-4466

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

2A · Age/service weighted or new comparability

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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