Original filing (PDF)20251211124128NAL0006755505001

TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

Name: TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN — TAUBE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

Form 5500-SF

FILING_RECEIVED

TAUBE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN.

Plan sponsor

Name

TAUBE INVESTMENTS INC. 401(K) PROFIT SHARING PLAN

EIN

94-2166235

Address

1050 RALSTON AVENUE · BELMONT, CA · 94002

Phone

(650) 592-3960

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-12-11

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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