How big is Gary's Casa's plan?

Gary's Casa's plan reported $5.4M in assets and 4 participants for 2024.

Original filing (PDF)20250918112111NAL0001447984001

Gary's Casa

Name: Gary's Casa — Gary's Casa Profit Sharing Plan, Form 5500 (2024)
Creator: Gary's Casa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary's Casa Profit Sharing Plan

401(k) retirement plan · Gary's Casa's Gary's Casa Profit Sharing Plan held $5.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Gary's Casa's EIN is 47-3282486.

EIN 47-3282486

Plan number 001

Plan year 2024

ACK ID 20250918112111NAL0001447984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary's Casa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary's Casa's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY'S CASA.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

GARY'S CASA

EIN

all filings

Address

5110 BELLAIRE AVE · VALLEY VILLAGE, CA · 916072908

Phone

(818) 765-5661

Industry

Finance & Insurance

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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

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