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BUSINESS INCENTIVE SOLUTIONS — BUSINESS INCENTIVE SOLUTIONS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250821064734NAL0006791408001
BUSINESS INCENTIVE SOLUTIONS
Form 5500-SF
FILING_RECEIVED
BUSINESS INCENTIVE SOLUTIONS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
30
Plan assets (EOY)
$414K
Net assets (EOY)
$414K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BUSINESS INCENTIVE SOLUTIONS
.
Find decision makers
Plan sponsor
Name
BUSINESS INCENTIVE SOLUTIONS
EIN
82-4120329
Address
C/O VICTORIA MORGAN, TTEE · 30242 ANAMONTE · LAGUNA NIGUEL, CA · 926772360
Phone
(949) 300-0293
Industry
Professional & Technical Services
see 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
2025-08-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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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100
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.
WESTERN WATER & LAND, INC.
WESTERN WATER & LAND, INC. RETIREMENT PLAN
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