Original filing (PDF)20251201135151NAL0005450611001

PENINSULA LIBRARY SYSTEM

Name: PENINSULA LIBRARY SYSTEM — PENINSULA LIBRARY SYSTEM MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: PENINSULA LIBRARY SYSTEM

Form 5500-SF

FILING_RECEIVED

PENINSULA LIBRARY SYSTEM MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 PENINSULA LIBRARY SYSTEM.

Plan sponsor

Name

PENINSULA LIBRARY SYSTEM

EIN

94-2334238

Address

32 WEST 25TH AVENUE · SUITE #201 · SAN MATEO, CA · 94403

Phone

(650) 349-5538

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-01

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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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