Original filing (PDF)20250611155326NAL0046406722001

CENTERSTONE SBA LENDING, INC.

Name: CENTERSTONE SBA LENDING, INC. — Form 5500 (2024)
Creator: CENTERSTONE SBA LENDING, INC.

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 CENTERSTONE SBA LENDING, INC..

Plan sponsor

Name

CENTERSTONE SBA LENDING, INC.

EIN

47-1771471

Address

700 S. FLOWER ST. · SUITE 850 · LOS ANGELES, CA · 90017

Phone

(213) 805-5640

Industry

Finance & Insurancesee 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

2025-06-11

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 Finance & Insurance plans

CREDIT BUREAU OF LANCASTER COUNTY, INC.

CREDIT BUREAU OF LANCASTER COUNTY, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN

$1.8M · 7 participants

L3 PAYMENTS, LLC

L3 PAYMENTS, LLC DEFINED BENEFIT PENSION PLAN

$1.7M · 3 participants

AMERICAN BANKCARD PROCESSING

ABTEK 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

COLORADO ENTERPRISE FUND

SECTION 403B RETIREMENT PLAN FOR COLORADO ENTERPRISE FUND

$1.8M · 26 participants

TRI-STATE LIVESTOCK CREDIT CORPO