Original filing (PDF)20250422172908NAL0002523123001

PAINE-EBRIGHT CO.

Name: PAINE-EBRIGHT CO. — PAINE-EBRIGHT CO. MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: PAINE-EBRIGHT CO.

Form 5500-SF

FILING_RECEIVED

PAINE-EBRIGHT CO. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

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 PAINE-EBRIGHT CO..

Plan sponsor

Name

PAINE-EBRIGHT CO.

EIN

95-2019775

Address

P.O. BOX 15068 · NEWPORT BEACH, CA · 92659

Phone

(949) 878-1062

Industry

Finance & Insurancesee all

Plan administrator

Name

TRUSTEE, PAINE-EBRIGHT CO. RETIREMENT TUST

EIN

95-3824096

City

NEWPORT BEACH, CA

Phone

(949) 878-1062

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2C · Money purchase (other than target benefit)

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

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