Original filing (PDF)20250627182924NAL0010026513001

VISIONARY HOME BUILDERS OF CAL

Name: VISIONARY HOME BUILDERS OF CAL — VISIONARY HOME BUILDERS OF CAL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: VISIONARY HOME BUILDERS OF CAL

Form 5500-SF

FILING_RECEIVED

VISIONARY HOME BUILDERS OF CAL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 VISIONARY HOME BUILDERS OF CAL.

Plan sponsor

Name

VISIONARY HOME BUILDERS OF CAL

EIN

68-0062062

Address

315 N SAN JOAQUIN ST FL 2 · STOCKTON, CA · 952022029

Phone

(209) 461-2132

Industry

All Other Professional Services· 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

2025-06-27

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 All Other Professional Services plans

NATIONAL ASSOCIATION OF CERTIFIED VALUATORS AND ANALYSTS, INC.

NACVA 401(K) PLAN

$2.2M · 21 participants

GLADINET

GLADINET RETIREMENT TRUST

$2.2M · 12 participants

WITT EXCAVATING INC

WITT EXCAVATING INC 401(K) PLAN

$2.2M · 21 participants

PROFESSIONAL PLATING, INC.

PROFESSIONAL PLATING, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 32 participants

SOUTHEASTERN SOIL AND ENVIRONMENT ASSOC INC

SOUTHEASTERN SOIL & ENVIRONMENTAL ASSOC, INC RETIREMENT SAVINGS PLAN