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TOM PONTON INDUSTRIES, INC. — PONTON INDUSTRIES, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250414134256NAL0000800115001
TOM PONTON INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
PONTON INDUSTRIES, INC. MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
19
Accounts w/ balance
20
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
TOM PONTON INDUSTRIES, INC.
.
Find decision makers
Plan sponsor
Name
TOM PONTON INDUSTRIES, INC.
EIN
95-2802990
Address
22901 SAVI RANCH PARKWAY, SUITE B · YORBA LINDA, CA · 92887
Phone
(714) 998-9073
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-04-14
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
—
Small plan (5500-SF) — Schedule H data not available.
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