· 2022–2024 · DOL EFAST2

CARLSBAD CHAMBER OF COMMERCE — CARLSBAD CHAMBER OF COMMERCE 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20250415101238NAL0003203265001

CARLSBAD CHAMBER OF COMMERCE

Form 5500-SF

FILING_RECEIVED

CARLSBAD CHAMBER OF COMMERCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$434K

Net assets (EOY)

$433K

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

77

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSBAD CHAMBER OF COMMERCE.

Plan sponsor

Name

CARLSBAD CHAMBER OF COMMERCE

EIN

85-0026470all filings

Address

302 SOUTH CANAL STREET · CARLSBAD, NM · 88220

Phone

(575) 887-6516

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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