How big is Tom BECK's plan?

Tom BECK's plan reported $711K in assets and 2 participants for 2023.

Original filing (PDF)20240805163527NAL0002413360001

Tom BECK

Name: Tom BECK — Tom BECK Cash Balance Plan, Form 5500 (2023)
Creator: Tom BECK
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tom BECK Cash Balance Plan

Defined-benefit pension plan · Tom BECK's Tom BECK Cash Balance Plan held $711K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

Plan identifiers

Tom BECK's EIN is 86-2555206.

EIN 86-2555206

Plan number 001

Plan year 2023

ACK ID 20240805163527NAL0002413360001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tom BECK from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tom BECK's plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TOM BECK

EIN

all filings

Address

1000 S. ELISEO DR., STE. 200 · GREENBRAE, CA · 94904

Phone

(415) 992-1743

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-05

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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