Original filing (PDF)20240517180910NAL0044077953001

PAUL A. CASEY

Name: PAUL A. CASEY — PAUL A. CASEY A SOLE PROPRIETOR PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PAUL A. CASEY

Form 5500-SF

FILING_RECEIVED

PAUL A. CASEY A SOLE PROPRIETOR PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 A. CASEY.

Plan sponsor

Name

PAUL A. CASEY

EIN

45-0913727

Address

21731 VENTURA BLVD #300 · WOODLAND HILLS, CA · 91364

Phone

(818) 592-2000

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-17

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

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