Original filing (PDF)20251014154730NAL0006735490002

OWEN J. BROWN & ASSOCIATES

Name: OWEN J. BROWN & ASSOCIATES — OWEN J. BROWN & ASSOCIATES PENSION PLAN, Form 5500 (2024)
Creator: OWEN J. BROWN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

OWEN J. BROWN & ASSOCIATES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 OWEN J. BROWN & ASSOCIATES.

Plan sponsor

Name

OWEN J. BROWN & ASSOCIATES

EIN

94-2231376

Address

1308 WEST MAIN STREET · SUITE C · RIPON, CA · 95366

Phone

(818) 990-1492

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

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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