How big is Annex 13 Inc.'s plan?

Annex 13 Inc.'s plan reported $41K in assets and 3 participants for 2024.

Original filing (PDF)20250723110955NAL0008431346001

Annex 13 Inc.

Name: Annex 13 Inc. — Annex 13 Inc. 401(k) Plan, Form 5500 (2024)
Creator: Annex 13 Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annex 13 Inc. 401(k) Plan

401(k) retirement plan · Annex 13 Inc.'s Annex 13 Inc. 401(k) Plan held $41K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Shirley Horner signed Annex 13 Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Annex 13 Inc.'s EIN is 83-4320457.

EIN 83-4320457

Plan number 001

Plan year 2024

ACK ID 20250723110955NAL0008431346001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Annex 13 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Annex 13 Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ANNEX 13 INC

EIN

all filings

Address

4096 PIEDMONT AVE · OAKLAND, CA · 94611

Phone

(510) 220-0106

Industry

Professional & Technical Services

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

2025-07-23

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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