How big is Cabana Concepts' plan?

Cabana Concepts' plan reported $538K in assets and 6 participants for 2024.

Original filing (PDF)20251009135838NAL0015698946002

Cabana Concepts

Name: Cabana Concepts — Cabana Concepts 401(k) Profit, Form 5500 (2024)
Creator: Cabana Concepts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cabana Concepts 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cabana Concepts' Cabana Concepts 401(k) Profit Sharing Plan & Trust held $538K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

Joe Schultz signed Cabana Concepts' 2024 Form 5500 as plan administrator.

Joe Schultz — 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

Cabana Concepts' EIN is 37-1891011.

EIN 37-1891011

Plan number 001

Plan year 2024

ACK ID 20251009135838NAL0015698946002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cabana Concepts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (93rd percentile).

Plan sponsor

Name

CABANA CONCEPTS

EIN

all filings

Address

3060 INDUSTRY ST., SUITE #106 · OCEANSIDE, CA · 92054

Phone

(760) 512-3667

Industry

Construction

Plan administrator