Original filing (PDF)20251223114207NAL0024341858001

BENNETT-BOWEN & LIGHTHOUSE, INC.

Name: BENNETT-BOWEN & LIGHTHOUSE, INC. — BENNETT BOWEN & LIGHTHOUSE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST, Form 5500 (2024)
Creator: BENNETT-BOWEN & LIGHTHOUSE, INC.

Form 5500-SF

FILING_RECEIVED

BENNETT BOWEN & LIGHTHOUSE, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 BENNETT-BOWEN & LIGHTHOUSE, INC..

Plan sponsor

Name

BENNETT-BOWEN & LIGHTHOUSE, INC.

EIN

95-4694096

Address

9844 ALBURTIS AVENUE · SANTA FE SPRINGS, CA · 906703208

Phone

(562) 942-0070

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

AMERICAN SCALE & EQUIPMENT COMPANY, INC.

AMERICAN SCALE & EQUIPMENT COMPANY, INC. 401(K) PLAN

$1.3M · 14 participants

POPE LIME COMPANY, INC.

POPE LIME COMPANY, INC. 401(K) PLAN

$1.3M · 21 participants

MICRO OPTICS PRECISION INSTRUM

MICRO OPTICS PRECISION INSTRUM 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 25 participants

COMPLETE SUPPLY INC

COMPLETE SUPPLY INC 401(K) PLAN

$1.3M · 62 participants

U.S. IRRIGATION DISTRIBUTORS, L.L.C.

U.S. IRRIGATION DISTRIBUTORS, L.L.C. 401(K) PLAN