Original filing (PDF)20250913003915NAL0001040227001

SBBC ASSOCIATES, INC. DBA STONEMARK CONSTRUCTION MANAGEMENT

Name: SBBC ASSOCIATES, INC. DBA STONEMARK CONSTRUCTION MANAGEMENT — STONEMARK CONSTRUCTION MANAGEMENT DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: SBBC ASSOCIATES, INC. DBA STONEMARK CONSTRUCTION MANAGEMENT

Form 5500-SF

FILING_RECEIVED

STONEMARK CONSTRUCTION MANAGEMENT DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SBBC ASSOCIATES, INC. DBA STONEMARK CONSTRUCTION MANAGEMENT.

Plan sponsor

Name

SBBC ASSOCIATES, INC. DBA STONEMARK CONSTRUCTION MANAGEMENT

EIN

77-0457394

Address

2815 TOWNSGATE ROAD, SUITE 133 · WESTLAKE VILLAGE, CA · 91361

Phone

(818) 338-9650

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Similar-size Professional & Technical Services plans

ESTA INTERNATIONAL LLC

ESTA INTERNATIONAL LLC 401 (K) PLAN

$4.2M · 12 participants

HORIZONS ENERGY MANAGEMENT, INC.

HORIZONS ENERGY MANAGEMENT, INC. DEFINED BENEFIT PLAN

$4.2M · 3 participants

ENERGY INSPECTION SERVICES, LLC

ENERGY INSPECTION SERVICES 401(K) RETIREMENT PLAN

$4.2M · 172 participants

PRIME ACTUARIAL CONSULTING, LLC

PRIME ACTUARIAL 401(K) PLAN

$4.2M · 25 participants

IDEAL IMPACT, INC.

IDEAL IMPACT, INC. 401(K) PLAN