How big is Townsend & Schmidt Masonry's plan?

Townsend & Schmidt Masonry's plan reported $632K in assets and 3 participants for 2023.

Original filing (PDF)20241217140457NAL0002160513001

Townsend & Schmidt Masonry

Name: Townsend & Schmidt Masonry — Townsend & Schmidt, Form 5500 (2023)
Creator: Townsend & Schmidt Masonry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Townsend & Schmidt Masonry 401(k) Profit Sharing Plan

401(k) retirement plan · Townsend & Schmidt Masonry's Townsend & Schmidt Masonry 401(k) Profit Sharing Plan held $632K in plan assets for 3 participants in 2023.

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

Stephanie Helms signed Townsend & Schmidt Masonry's 2023 Form 5500 as plan administrator.

Stephanie Helms — 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

Townsend & Schmidt Masonry's EIN is 94-1475220.

EIN 94-1475220

Plan number 001

Plan year 2023

ACK ID 20241217140457NAL0002160513001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Townsend & Schmidt Masonry from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Townsend & Schmidt Masonry'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 TOWNSEND & SCHMIDT MASONRY.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

TOWNSEND & SCHMIDT MASONRY

EIN

all filings

Address

8788 ELDER CREEK ROAD · SACRAMENTO, CA · 95828

Phone

(916) 383-5354

Industry

Construction

Plan administrator