Original filing (PDF)20250513135158NAL0026633088001

WESTON GALLERY, INC.

Name: WESTON GALLERY, INC. — WESTON GALLERY, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: WESTON GALLERY, INC.

Form 5500-SF

FILING_RECEIVED

WESTON GALLERY, INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 WESTON GALLERY, INC..

Plan sponsor

Name

WESTON GALLERY, INC.

EIN

94-2449346

Address

P.O. BOX 655 · CARMEL, CA · 93921

Phone

(831) 624-4453

Industry

Retail 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

2025-05-13

Pension benefit codes

2C · Money purchase (other than target benefit)

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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