Original filing (PDF)20251007125802NAL0004582865001

SAN CARLOS AGENCY, INC.

Name: SAN CARLOS AGENCY, INC. — SAN CARLOS AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAN CARLOS AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

SAN CARLOS AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SAN CARLOS AGENCY, INC..

Plan sponsor

Name

SAN CARLOS AGENCY, INC.

EIN

94-2381258

Address

P.O. BOX 22123 · CARMEL, CA · 93922

Phone

(831) 624-3846

Industry

Real Estatesee 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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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