Original filing (PDF)20240512162207NAL0044852113001

PETER D. AUSTIN & ASSOCIATES, INC.

Name: PETER D. AUSTIN & ASSOCIATES, INC. — PETER D. AUSTIN & ASSOCIATES, INC 401(K) PLAN, Form 5500 (2023)
Creator: PETER D. AUSTIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PETER D. AUSTIN & ASSOCIATES, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 PETER D. AUSTIN & ASSOCIATES, INC..

Plan sponsor

Name

PETER D. AUSTIN & ASSOCIATES, INC.

EIN

95-3501761

Address

P.O. BOX 3009 · WESTLAKE VILLAGE, CA · 91359

Phone

(818) 769-4600

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-12-31

Filed

2024-05-12

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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