Original filing (PDF)20250801131130NAL0015882386001

COMMUNITY SERVICES AGENCY

Name: COMMUNITY SERVICES AGENCY — DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS, Form 5500 (2024)
Creator: COMMUNITY SERVICES AGENCY

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY SERVICES AGENCY.

Plan sponsor

Name

COMMUNITY SERVICES AGENCY

EIN

94-1422465

Address

204 STIERLIN RD · MOUNTAIN VIEW, CA · 940434618

Phone

(650) 968-0836

Industry

Health Care & Social Assistancesee 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

2025-08-01

Pension benefit codes

2G · Total participant-directed accounts

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

2E · Profit-sharing

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

Related plans

Similar-size Health Care & Social Assistance plans

STATUS HOME, INC

403(B) THRIFT PLAN OF STATUS HOME, INC

$1.5M · 40 participants

WESTON UNITED COMMUNITY RENEWA

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WESTON UNITED COMMUNITY RENEWAL, INC.

$1.5M · 152 participants

PULSEPOINT FOUNDATION

PULSEPOINT FOUNDATION 401(K) PLAN

$1.5M · 11 participants

DECLARATIONS INC

DECLARATIONS INC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 25 participants

BIG BROTHERS BIG SISTERS OF CENTRAL MN

BIG BROTHERS BIG SISTERS OF CENTRAL MN 401(K) PLAN