Original filing (PDF)20250910090328NAL0013061411001

JANET HOFFMAN & ASSOCIATES, LLC

Name: JANET HOFFMAN & ASSOCIATES, LLC — THE JANET L. HOFFMAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JANET HOFFMAN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

THE JANET L. HOFFMAN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 JANET HOFFMAN & ASSOCIATES, LLC.

Plan sponsor

Name

JANET HOFFMAN & ASSOCIATES, LLC

EIN

27-2806585

Address

1000 SW BROADWAY, SUITE 1500 · PORTLAND, OR · 97205

Phone

(503) 222-1125

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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