Original filing (PDF)20251013204922NAL0000942787001

ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S

Name: ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S — ROBERT J. BALTES, C.P.A., C.V.A. 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S

Form 5500-SF

FILING_RECEIVED

ROBERT J. BALTES, C.P.A., C.V.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S.

Plan sponsor

Name

ROBERT J. BALTES DBA BALTES & ASSOCIATES, CPA'S

EIN

81-0573816

Address

41990 COOK ST., BLDG. J, · SUITE 902 · PALM DESERT, CA · 92211

Phone

(760) 568-1776

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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