Original filing (PDF)20250701122539NAL0006740403001

COLVIN-FRIEDMAN L.L.C.

Name: COLVIN-FRIEDMAN L.L.C. — COLVIN-FRIEDMAN COMPANY PROFIT-SHARING PLAN, Form 5500 (2023)
Creator: COLVIN-FRIEDMAN L.L.C.

Form 5500-SF

FILING_RECEIVED

COLVIN-FRIEDMAN COMPANY PROFIT-SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 COLVIN-FRIEDMAN L.L.C..

Plan sponsor

Name

COLVIN-FRIEDMAN L.L.C.

EIN

22-3341304

Address

1311 COMMERCE STREET · PETALUMA, CA · 94954

Phone

(707) 769-4488

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-07-01

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

Related plans

Similar-size Manufacturing plans

RETLAW INDUSTRIES, INC.

RETLAW INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN

$2.5M · 30 participants

OSBORNE INDUSTRIES, INC.

OSBORNE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

$2.5M · 56 participants

JANCO, INC.

JANCO, INC. 401(K) PLAN

$2.5M · 60 participants

DIAMOND WINDOWS & DOORS MFG. INC

DIAMOND WINDOWS & DOORS MFG INC. , 401(K) PROFIT SHARING PLAN & T

$2.5M · 49 participants

STRATUS MANUFACTURING

STRATUS MANUFACTURING 401(K) PLAN