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PAINTER, SMITH & AMBERG, INC. — PAINTER, SMITH & AMBERG, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250505121046NAL0008091073001
PAINTER, SMITH & AMBERG, INC.
Form 5500-SF
FILING_RECEIVED
PAINTER, SMITH & AMBERG, INC. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
PAINTER, SMITH & AMBERG, INC.
.
Find decision makers
Plan sponsor
Name
PAINTER, SMITH & AMBERG, INC.
EIN
95-3679604
Address
1200 CALIFORNIA ST STE 220 · REDLANDS, CA · 923742948
Phone
(909) 557-2800
Industry
Finance & Insurance
see all
Plan administrator
Name
PAINTER, SMITH & AMBERG, INC.
EIN
95-3679604
City
REDLANDS, CA
Phone
(909) 557-2800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-05
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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