GIBSON & COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score
99
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
97
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIBSON & COMPANY, INC..
Plan sponsor
Name
GIBSON & COMPANY, INC.
EIN
94-2743702
Address
4600 NORTHGATE BLVD., STE. 115 · SACRAMENTO, CA · 95834
Phone
(916) 955-8867
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
