Original filing (PDF)20250410170148NAL0036025488001

THOMAS B. & VICTORIA L. FARRELL

Name: THOMAS B. & VICTORIA L. FARRELL — THOMAS B. AND VICTORIA L. FARRELL PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS B. & VICTORIA L. FARRELL

Form 5500-SF

FILING_RECEIVED

THOMAS B. AND VICTORIA L. FARRELL PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 THOMAS B. & VICTORIA L. FARRELL.

Plan sponsor

Name

THOMAS B. & VICTORIA L. FARRELL

EIN

95-3133617

Address

6401 WHITE LANE · BAKERSFIELD, CA · 93309

Phone

(661) 397-0271

Industry

Retail Tradesee 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

2025-04-10

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

2A · Age/service weighted or new comparability

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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