Original filing (PDF)20240214132626NAL0022055634001

ANACAPA CAPITAL MANAGEMENT, LLC

Name: ANACAPA CAPITAL MANAGEMENT, LLC — ANACAPA CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ANACAPA CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ANACAPA CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 7.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 ANACAPA CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

ANACAPA CAPITAL MANAGEMENT, LLC

EIN

46-2312164

Address

160 BOVET RD STE 405 · SAN MATEO, CA · 944023114

Phone

(650) 318-1969

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

2022-08-24

Filed

2024-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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