Original filing (PDF)20241209161542NAL0005818163001

JANET CURCI FAMILY TRUST 080406

Name: JANET CURCI FAMILY TRUST 080406 — JANET CURCI FAMILY TRUST 8/4/2006 401K PLAN, Form 5500 (2022)
Creator: JANET CURCI FAMILY TRUST 080406

Form 5500-SF

FILING_RECEIVED

JANET CURCI FAMILY TRUST 8/4/2006 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 12.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JANET CURCI FAMILY TRUST 080406.

Plan sponsor

Name

JANET CURCI FAMILY TRUST 080406

EIN

45-4338573

Address

14311 YORBA ST · TUSTIN, CA · 927802350

Phone

(714) 458-3808

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-12-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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