· 2022–2024 · DOL EFAST2
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Original filing (PDF)
20250521160339NAL0003155728001
PAUL A. CASEY
Form 5500-SF
FILING_RECEIVED
PAUL A. CASEY A SOLE PROPRIETOR PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAUL A. CASEY
.
Find decision makers
Plan sponsor
Name
PAUL A. CASEY
EIN
65-1265038
Address
21731 VENTURA BLVD #300 · WOODLAND HILLS, CA · 91364
Phone
(818) 592-2000
Industry
Arts, Entertainment, Recreation
see 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
2025-05-21
Pension benefit codes
2E · Profit-sharing
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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