How big is Mark Pemberton's plan?

Mark Pemberton's plan reported $275K in assets and 6 participants for 2024.

Original filing (PDF)20250602144708NAL0026829442001

Mark Pemberton

Name: Mark Pemberton — Pemberton Engineering, Form 5500 (2024)
Creator: Mark Pemberton
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pemberton Engineering

401(k) retirement plan · Mark Pemberton's Pemberton Engineering held $275K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

People on this filing

Madeleine Espitallier signed Mark Pemberton's 2024 Form 5500 as plan administrator.

Madeleine Espitallier — 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

Mark Pemberton's EIN is 84-4576580.

EIN 84-4576580

Plan number 001

Plan year 2024

ACK ID 20250602144708NAL0026829442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK PEMBERTON.

Finding similar companies…

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

Helping the score

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

Plan sponsor

Name

MARK PEMBERTON

EIN

all filings

Address

312 WALNUT STREET · WOODLAND, CA · 95695

Phone

(530) 792-0511

Industry

Finance & Insurance

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

2025-06-02

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Fidelis IM LLC

Fidelis IM LLC Cash Balance Plan

$276K · 2 participants

GEN-Wealth Partners, Inc.

GEN-Wealth Partners, Inc. 401(k) Plan

$273K · 7 participants

BICE Wealth Management, Inc.

BICE Wealth Management Cash Balance Plan

$278K · 7 participants

BA Securities, LLC

BA Securities, LLC 401(k) Plan

$273K · 6 participants

CFH Financial Services, Inc.

CFH Financial Services, Inc. 401(k) Profit Sharing Plan

$271K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.