Original filing (PDF)20240626131511NAL0018425906001

JJR MANAGEMENT SERVICES, INC. DBA SAN JOAQUIN VALLEY HOMES

Name: JJR MANAGEMENT SERVICES, INC. DBA SAN JOAQUIN VALLEY HOMES — SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: JJR MANAGEMENT SERVICES, INC. DBA SAN JOAQUIN VALLEY HOMES

Form 5500-SF

FILING_RECEIVED

SAN JOAQUIN VALLEY HOMES CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 JJR MANAGEMENT SERVICES, INC. DBA SAN JOAQUIN VALLEY HOMES.

Plan sponsor

Name

JJR MANAGEMENT SERVICES, INC. DBA SAN JOAQUIN VALLEY HOMES

EIN

46-3001825

Address

5607 AVENIDA DE LOS ROBLES · VISALIA, CA · 93291

Phone

(559) 732-2660

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size Construction plans

CAL SELECT BUILDERS, INC.

CAL SELECT BUILDERS, INC. 401(K) PLAN

$1.4M · 7 participants

TERRANCE HEGEL

TERRANCE HEGEL 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 7 participants

VALLEY ELECTRIC

VALLEY ELECTRIC 401K PROFIT SHARING PLAN

$1.4M · 7 participants

RS WOOD CONSTRUCTION, INC.

RS WOOD CONSTRUCTION 401(K) PLAN

$1.4M · 12 participants

KENDALE DESIGN/BUILD GENERAL CONTRACTORS, LLC

KENDALE DESIGN/BUILD 401(K) PLAN

$1.4M · 21 participants