How big is First 5 Shasta's plan?

First 5 Shasta's plan reported $170K in assets and 9 participants for 2024.

Original filing (PDF)20250827145019NAL0009500081001

First 5 Shasta

Name: First 5 Shasta — First 5 Shasta 401(a) Plan, Form 5500 (2024)
Creator: First 5 Shasta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First 5 Shasta 401(a) Plan

Defined-contribution retirement plan · First 5 Shasta's First 5 Shasta 401(a) Plan held $170K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

Plan identifiers

First 5 Shasta's EIN is 68-0475361.

EIN 68-0475361

Plan number 001

Plan year 2024

ACK ID 20250827145019NAL0009500081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First 5 Shasta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First 5 Shasta's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST 5 SHASTA.

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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.

Plan sponsor

Name

FIRST 5 SHASTA

EIN

all filings

Address

393 PARK MARINA CIRCLE · REDDING, CA · 96001

Phone

(530) 646-3780

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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