Original filing (PDF)20250527164255NAL0004107747001

JC ULTIMATE PROPERTY MANAGEMENT

Name: JC ULTIMATE PROPERTY MANAGEMENT — Form 5500 (2024)
Creator: JC ULTIMATE PROPERTY MANAGEMENT

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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 JC ULTIMATE PROPERTY MANAGEMENT.

Plan sponsor

Name

JC ULTIMATE PROPERTY MANAGEMENT

EIN

45-2216333

Address

2812 WALNUT AVE STE A · TUSTIN, CA · 92780

Phone

(949) 433-0870

Industry

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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

JB MANAGEMENT

JB MANAGEMENT 401(K) PLAN

$59K · 4 participants

DAVIS & ASSOCIATES INC.

DAVIS & ASSOCIATES INC. 401(K) PLAN

$59K · 2 participants

KWB INSURANCE SERVICES INC.

KWB INSURANCE SERVICES INC. RETIREMENT TRUST

$59K · 4 participants

HR-RETHOUGHT LLC

HR-RETHOUGHT 401(K) PLAN

$59K · 5 participants

TRI STEWARD MANAGEMENT LLC

TRI STEWARD MANAGEMENT LLC 401K PLAN

$59K · 17 participants