· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAL SIERRA LEASING, INC. — BLACKMUN EQUIPMENT LEASING 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825112855NAL0013603360001
CAL SIERRA LEASING, INC.
Form 5500-SF
FILING_RECEIVED
BLACKMUN EQUIPMENT LEASING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
CAL SIERRA LEASING, INC.
.
Find decision makers
Plan sponsor
Name
CAL SIERRA LEASING, INC.
EIN
94-2762689
Address
P.O. BOX 6277 · STOCKTON, CA · 95206
Phone
(209) 467-1121
Industry
Retail Trade
see 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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Retail Trade plans
GERMAN-BLISS EQUIPMENT, INC.
GERMAN-BLISS EQUIPMENT 401(K) PLAN
$2.2M · 50 participants
600, LLC
SPACE COAST HONDA 401K PROFIT SHARING PLAN
$2.2M · 56 participants
SNYDER ENTERPRISES L.L.C.
G & C HONDA EMPLOYEE RETIREMENT PLAN
$2.2M · 42 participants
BURR TRUCK & TRAILER SALES, INC.
BURR TRUCK & TRAILER SALES, INC. 401(K) RETIREMENT PLAN
$2.2M · 33 participants
FORRESTER FARM EQUIPMENT, LTD
FORRESTER FARM EQUIPMENT, LTD 401(K) PLAN
100
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.
$2.2M · 42 participants
AEROSPHERE AVIATION SERVICES, INC.
AEROSPHERE AVIATION SERVICES, INC. 401(K) & PROFIT SHARING PLAN
$2.2M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
