· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHANIE AHLBERG, A SOLE PROPRIETORSHIP — STEPHANIE AHLBERG 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231016075329NAL0074877922002
STEPHANIE AHLBERG, A SOLE PROPRIETORSHIP
Form 5500-SF
FILING_RECEIVED
STEPHANIE AHLBERG 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
87
/ 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
STEPHANIE AHLBERG, A SOLE PROPRIETORSHIP
.
Find decision makers
Plan sponsor
Name
STEPHANIE AHLBERG, A SOLE PROPRIETORSHIP
EIN
94-3194865
Address
500 VISTA GRANDE, · GREENBRAE, CA · 94904
Phone
(415) 271-5117
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
BESS BLACQUIERE RESA LLC
BESS BLACQUIERE RESA LLC RETIREMENT TRUST
$1.8M · 3 participants
PLAN COMPLIANCE SERVICES, INC.
SPARK MEMBERS POOLED 401(K) RETIREMENT PLAN
$1.8M · 78 participants
KOOLIK GROUP REALTY BDH, LLC
KOOLIK GROUP REALITY BDH LLC PROFIT SHARING PLAN
$1.8M · 6 participants
EWING & CLARK, INC
EWING & CLARK INC. 401(K) PROFIT SHARING PLAN
$1.8M · 35 participants
GINOZA REALTY, INC.
GINOZA REALTY, INC. 401(K) PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 11 participants
MARC FLEISHER
MARC FLEISHER PROFIT SHARING PLAN
$1.8M · 1 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
