Original filing (PDF)20251014182234NAL0003558113001

IAN BIRCHALL AND ASSOCIATES

Name: IAN BIRCHALL AND ASSOCIATES — IAN BIRCHALL AND ASSOCIATES SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: IAN BIRCHALL AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

IAN BIRCHALL AND ASSOCIATES SALARY DEFERRAL PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 IAN BIRCHALL AND ASSOCIATES.

Plan sponsor

Name

IAN BIRCHALL AND ASSOCIATES

EIN

26-0178528

Address

1 EMBARCADERO CENTER, STE. 1200 · SAN FRANCISCO, CA · 94111

Phone

(415) 512-9660

Industry

Professional & Technical Servicessee all

Plan administrator

Name

IAN BIRCHALL

EIN

35-7075146

City

SAN FRANCISCO, CA

Phone

(415) 412-9660

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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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