How big is AQUA Source's plan?

AQUA Source's plan reported $859K in assets and 10 participants for 2024.

Original filing (PDF)20250721172153NAL0001978304001

AQUA Source

Name: AQUA Source — AQUA Source 401(k) Plan, Form 5500 (2024)
Creator: AQUA Source
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AQUA Source 401(k) Plan

401(k) retirement plan · AQUA Source's AQUA Source 401(k) Plan held $859K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

People on this filing

Laurie Ybarra signed AQUA Source's 2024 Form 5500 as plan administrator.

Laurie Ybarra — Plan Administrator — Form 5500 signer
RON Ybarra — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AQUA Source's EIN is 68-0366899.

EIN 68-0366899

Plan number 001

Plan year 2024

ACK ID 20250721172153NAL0001978304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AQUA Source's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AQUA SOURCE.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

AQUA SOURCE

EIN

all filings

Address

P.O. BOX 1146 · GALT, CA · 95632

Phone

(209) 745-6401

Industry

Retail Trade

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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