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LAZY SUZAN DESIGNS 401(K) PROFIT SHARING PLAN AN — LAZY SUZAN DESIGNS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230731103542NAL0032940850001
LAZY SUZAN DESIGNS 401(K) PROFIT SHARING PLAN AN
Form 5500-SF
FILING_RECEIVED
LAZY SUZAN DESIGNS 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$734K
Net assets (EOY)
$734K
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
LAZY SUZAN DESIGNS 401(K) PROFIT SHARING PLAN AN
.
Find decision makers
Plan sponsor
Name
LAZY SUZAN DESIGNS 401(K) PROFIT SHARING PLAN AN
EIN
20-3626791
Address
1695 BRENTWOOD LANE · GILROY, CA · 95020
Phone
(408) 848-5956
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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