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MUSIC EXCHANGE, INC. — MUSIC EXCHANGE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250729180025NAL0003753665001
MUSIC EXCHANGE, INC.
Form 5500-SF
FILING_RECEIVED
MUSIC EXCHANGE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
36
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MUSIC EXCHANGE, INC.
.
Find decision makers
Plan sponsor
Name
MUSIC EXCHANGE, INC.
EIN
94-2309920
Address
1501 NORTH MAIN STREET · WALNUT CREEK, CA · 94596
Phone
(925) 933-6310
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 40 participants
H & H MUSIC SERVICE INC
H & H MUSIC SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST
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