Original filing (PDF)20250623115837NAL0009147632001

JACKIE PELUSO CONSULTING

Name: JACKIE PELUSO CONSULTING — JACKIE PELUSO CONSULTING 401(K) PLAN, Form 5500 (2024)
Creator: JACKIE PELUSO CONSULTING

Form 5500-SF

FILING_RECEIVED

JACKIE PELUSO CONSULTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKIE PELUSO CONSULTING.

Plan sponsor

Name

JACKIE PELUSO CONSULTING

EIN

47-1527001all filings

Address

850 FLYNN HEIGHTS DR. · SAN MARCOS, CA · 92069

Phone

(415) 370-5130

Industry

Professional & Technical Servicessee 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

2025-06-23

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

Related plans

Similar-size Professional & Technical Services plans

ACCOUNTING TRAINING UNLIMITED

NATIONAL ASSOCIATION OF CERTIF 401(K) PROFIT SHARING PLAN & TRUST

$338K · 12 participants

ELIAS, MORTLAND, SMITH AND COMPANY, LLC

ELIAS, MORTLAND, SMITH AND COMPANY 401(K) PLAN

$338K · 6 participants

THE ACCOUNTREPRENEUR LLC

THE ACCOUNTREPRENEUR LLC 401(K) PLAN

$338K · 9 participants

FLORIDA RETIREMENT CONSULTANTS, LLC

FLORIDA RETIREMENT CONSULTANTS, LLC CASH BALANCE PLAN

$338K · 4 participants

WALSH ACCOUNTING SOLUTIONS LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.