Original filing (PDF)20250327143414NAL0026728592001

RICHARD MINKEL

Name: RICHARD MINKEL — MINKEL'S 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICHARD MINKEL

Form 5500-SF

FILING_RECEIVED

MINKEL'S 401K PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD MINKEL.

Plan sponsor

Name

RICHARD MINKEL

EIN

77-0224057

Address

1810 SYDNEY STREET · SAN LUIS OBISPO, CA · 93401

Phone

(805) 542-9809

Industry

Retail 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

2025-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2G · Total participant-directed accounts

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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