Original filing (PDF)20250729144601NAL0007858146001

JOHN D. CARTWRIGHT & ASSOCIATES, INC.

Name: JOHN D. CARTWRIGHT & ASSOCIATES, INC. — JOHN D. CARTWRIGHT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN D. CARTWRIGHT & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

JOHN D. CARTWRIGHT & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) 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 JOHN D. CARTWRIGHT & ASSOCIATES, INC..

Plan sponsor

Name

JOHN D. CARTWRIGHT & ASSOCIATES, INC.

EIN

95-3530732

Address

4821 EAST 2ND STREET · LONG BEACH, CA · 90803

Phone

(310) 329-5150

Industry

Finance & Insurancesee 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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STERLING GROUP WEALTH MANAGEMENT, LLC

THE STERLING GROUP 401(K) PROFIT SHARING PLAN

$3.6M · 10 participants

SOA WEALTH ADVISORS, LLC

SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$3.6M · 17 participants

ASSET MANAGEMENT ASSOCIATES OF MEDFORD, INC.

ASSET MANAGEMENT ASSOCIATES OF MEDFORD, INC. RETIREMENT PLAN

$3.6M · 8 participants

PAUL A. HYNES FINANCIAL SERVICES, LTD

PAUL A. HYNES FINANCIAL SERVICES, LTD CASH BALANCE PLAN

$3.6M · 3 participants

JOHNSEN, FRETTY & CO., LLC