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PENINSULA SYMPHONY OF NORTHERN — PENINSULA SYMPHONY OF NORTHERN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250606213213NAL0012955057001
PENINSULA SYMPHONY OF NORTHERN
Form 5500-SF
FILING_RECEIVED
PENINSULA SYMPHONY OF NORTHERN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$595K
Net assets (EOY)
$595K
Plan health score (directional)
86
/ 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
PENINSULA SYMPHONY OF NORTHERN
.
Find decision makers
Plan sponsor
Name
PENINSULA SYMPHONY OF NORTHERN
EIN
94-6106974
Address
146 MAIN ST STE 102 · LOS ALTOS, CA · 940222925
Phone
(650) 941-5291
Industry
Arts, Entertainment, Recreation
see 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
2025-06-06
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
REPERTORIO ESPANOL
SECTION 403(B) RETIREMENT PLAN FOR REPERTORIO ESPANOL
$594K · 20 participants
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THE MINNESOTA OPERA TDA PLAN
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PACIFIC COAST CONSERVATION
PACIFIC COAST CONSERVATION 401 (K) PROFIT SHARING PLAN
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HONOLULU THEATRE FOR YOUTH
HONOLULU THEATRE FOR YOUTH 401(K) PLAN
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THE GRAND OPERA HOUSE, INC.
THE GRAND OPERA HOUSE, INC. 403(B) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
$592K · 64 participants
VERMONT SYMPHONY ORCHESTRA ASSOCIATION, INC.
VERMONT SYMPHONY ORCHESTRA, INC. RETIREMENT PLAN
$588K · 5 participants
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$125.0B
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$88.3B
