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SIERRA BROOKE INC — SIERRA BROOKE INC 401K PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240503175944NAL0036086864001
SIERRA BROOKE INC
Form 5500-SF
FILING_RECEIVED
SIERRA BROOKE INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
16
Plan assets (EOY)
$267K
Net assets (EOY)
$267K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIERRA BROOKE INC
.
Find decision makers
Plan sponsor
Name
SIERRA BROOKE INC
EIN
68-0350439
Address
3951 PERFORMANCE DRIVE SUITE A · SACRAMENTO, CA · 958380000
Phone
(916) 779-2009
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
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VITALITY SENIOR SERVICES, LLC 401(K) PLAN
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PEARL FAMILY DENTISTRY
PEARL FAMILY DENTISTRY 401(K) P/S PLAN
$268K · 5 participants
MICHELI NURSING CORPORATION
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$268K · 1 participants
ANNIE MAXIM HOUSE, INC.
65
Knocking points off
Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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.
ANNIE MAXIM HOUSE, INC. RETIREMENT PLAN
$267K · 4 participants
QUIL VENTURES, INC.
QUIL VENTURES 401(K) PLAN
$268K · 1 participants
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