Original filing (PDF)20250610120241NAL0013090979001

SAM GILBERT & ASSOICATES, INC.

Name: SAM GILBERT & ASSOICATES, INC. — SAM GILBERT & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAM GILBERT & ASSOICATES, INC.

Form 5500-SF

FILING_RECEIVED

SAM GILBERT & ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 SAM GILBERT & ASSOICATES, INC..

Plan sponsor

Name

SAM GILBERT & ASSOICATES, INC.

EIN

95-3451716

Address

16055 VENTURA BLVD. · SUITE 1215 · ENCINO, CA · 91436

Phone

(818) 788-0371

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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