Original filing (PDF)20250304111003NAL0013968258001

PLATINUM PARTNERS REAL ESTATE TEAM, INC.

Name: PLATINUM PARTNERS REAL ESTATE TEAM, INC. — PLATINUM PARTNERS REAL ESTATE TEAM, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PLATINUM PARTNERS REAL ESTATE TEAM, INC.

Form 5500-SF

FILING_RECEIVED

PLATINUM PARTNERS REAL ESTATE TEAM, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 PLATINUM PARTNERS REAL ESTATE TEAM, INC..

Plan sponsor

Name

PLATINUM PARTNERS REAL ESTATE TEAM, INC.

EIN

46-4513608

Address

1209 ESPLANADE SUITE 3 · CHICO, CA · 95926

Phone

(530) 570-5507

Industry

Real Estatesee 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

2025-03-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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