Original filing (PDF)20250625104636NAL0007722833001

PLEASANTON VALLEY INSURANCE BROKERS, INC.

Name: PLEASANTON VALLEY INSURANCE BROKERS, INC. — PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PLEASANTON VALLEY INSURANCE BROKERS, INC.

Form 5500-SF

FILING_RECEIVED

PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

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 PLEASANTON VALLEY INSURANCE BROKERS, INC..

Plan sponsor

Name

PLEASANTON VALLEY INSURANCE BROKERS, INC.

EIN

94-3169853

Address

65 OAK CT. · DANVILLE, CA · 94526

Phone

(925) 462-2111

Industry

Finance & Insurancesee 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

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BOARD OF TRUSTEES - TEAMSTERS OH CONTRACTORS ASSN HEALTH & WELFARE

TEAMSTERS OHIO CONTRACTORS ASSOCIATION HEALTH AND WELFARE FUND

$6.9M · 441 participants

BUSINESS ADMINISTRATORS AND CONSULTANTS INC.

BUSINESS ADMINISTRATORS AND CONSULTANTS INC. EMPLOYEES 401K PLAN

$6.9M · 22 participants

FORGE FINANCIAL SERVICES, LLC

FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN

$6.9M · 24 participants

TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC.

TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. OCCUPATIONAL INJURY BENEFITS PLAN

$7.0M · 18,270 participants