Original filing (PDF)20250924120804NAL0009197603001

BARBARA BELLA & ASSOCIATES

Name: BARBARA BELLA & ASSOCIATES — BARBARA BELLA & ASSOCIATES PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: BARBARA BELLA & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BARBARA BELLA & ASSOCIATES PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 BARBARA BELLA & ASSOCIATES.

Plan sponsor

Name

BARBARA BELLA & ASSOCIATES

EIN

94-3124557

Address

5776 STONERIDGE MALL ROAD SUITE 170 · PLEASANTON, CA · 94588

Phone

(415) 986-7762

Industry

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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