Original filing (PDF)20250717110346NAL0000065795001

PRESBERG PENSIONS, INC.

Name: PRESBERG PENSIONS, INC. — PRESBERG PENSIONS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PRESBERG PENSIONS, INC.

Form 5500-SF

FILING_RECEIVED

PRESBERG PENSIONS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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 PRESBERG PENSIONS, INC..

Plan sponsor

Name

PRESBERG PENSIONS, INC.

EIN

56-2310804

Address

4165 E THOUSAND OAKS BLVD · SUITE 255 · WESTLAKE VILLAGE, CA · 91362

Phone

(805) 371-7426

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size All Other Professional Services plans

EMERGENCY MEDICINE RISK MANAGEMENT, INC. D/B/A THE SULLIVAN GROUP

THE SULLIVAN GROUP 401(K) PLAN & TRUST

$10.2M · 10 participants

GELMAN PENSION CONSULTING, INC.

GELMAN PENSION CONSULTING, INC. RETIREMENT PLAN

$10.2M · 8 participants

MEDICAL MANAGEMENT ASSOCIATES, INC.

MEDICAL MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$10.2M · 36 participants

SENIOR LIVING RESIDENCES, LLC

SENIOR LIVING RESIDENCES, LLC 401(K) PLAN

$10.2M · 1,120 participants

STUDEBAKER SUBMETERING, INC.