Original filing (PDF)20250415130638NAL0003289601001

RON POULSON ASSOCIATES, INC.

Name: RON POULSON ASSOCIATES, INC. — RON POULSON ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: RON POULSON ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

RON POULSON ASSOCIATES, INC. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

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 RON POULSON ASSOCIATES, INC..

Plan sponsor

Name

RON POULSON ASSOCIATES, INC.

EIN

95-3865554

Address

766 LAKEFIELD RD., STE. D · WESTLAKE VILLAGE, CA · 91361

Phone

(805) 496-7400

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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