Original filing (PDF)20240619150200NAL0000259218001

CATALINA REALTY MONEY PURCHASE PLAN

Name: CATALINA REALTY MONEY PURCHASE PLAN — Form 5500 (2023)
Creator: CATALINA REALTY MONEY PURCHASE PLAN

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

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 CATALINA REALTY MONEY PURCHASE PLAN.

Plan sponsor

Name

CATALINA REALTY MONEY PURCHASE PLAN

EIN

95-6609181

Address

1551 CALLE DE CINCO · LA JOLLA, CA · 92037

Phone

(619) 846-9123

Industry

Real Estatesee all

Plan administrator

Name

CAREY LAMPEL

EIN

95-6609181

City

LA JOLLA, CA

Phone

(619) 846-9123

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-19

Pension benefit codes

2C · Money purchase (other than target benefit)

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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