Original filing (PDF)20260204162206NAL0005360835001

B. CATALANI, INC.

Name: B. CATALANI, INC. — B. CATALANI, INC. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: B. CATALANI, INC.

Form 5500-SF

FILING_RECEIVED

B. CATALANI, INC. EMPLOYEES' PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B. CATALANI, INC..

Plan sponsor

Name

B. CATALANI, INC.

EIN

74-1999859

Address

1500 SOUTH ZARZAMORA STREET · SAN ANTONIO, TX · 782077210

Phone

(210) 227-2266

Industry

Wholesale Tradesee 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

2026-02-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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