Original filing (PDF)20230620181030NAL0088577634001

2961 STATE ST INC

Name: 2961 STATE ST INC — 2961 STATE ST. INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: 2961 STATE ST INC

Form 5500-SF

FILING_RECEIVED

2961 STATE ST. INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 2961 STATE ST INC.

Plan sponsor

Name

2961 STATE ST INC

EIN

81-3488679

Address

3910 VISTA WAY STE 107 · OCEANSIDE, CA · 92056

Phone

(760) 795-0006

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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AMERICA OOTOYA INC

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 10% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.