Original filing (PDF)20241224112158NAL0010329889001

TL VALUATIONS INC

Name: TL VALUATIONS INC — TL VALUATIONS INC., 401(K) PLAN PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: TL VALUATIONS INC

Form 5500-SF

FILING_RECEIVED

TL VALUATIONS INC., 401(K) PLAN PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 TL VALUATIONS INC.

Plan sponsor

Name

TL VALUATIONS INC

EIN

46-1659447

Address

5600 NORRIS RD UNIT 103 · 101 455 · BAKERSFIELD, CA · 93308

Phone

(661) 342-2152

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-12-24

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

STANARD APPRAISAL SERVICES INC

DAWSON APPRAISAL, INC.

DAWSON APPRAISAL, INC. DEFINED BENEFIT PLAN

BRESLIN APPRAISAL COMPANY, INC.

BRESLIN APPRAISAL COMPANY, INC. 401K PS PLAN

CELEBRITY HOME LOANS, LLC

CELEBRITY HOME LOANS, LLC 401(K) PROFIT SHARING PLAN

HVCC APPRAISAL ORDERING