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EMERALD GATE CHARITABLE TRUST — EMERALD GATE CHARITABLE TRUST 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250224092128NAL0022028898001
EMERALD GATE CHARITABLE TRUST
Form 5500-SF
FILING_RECEIVED
EMERALD GATE CHARITABLE TRUST 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
EMERALD GATE CHARITABLE TRUST
.
Find decision makers
Plan sponsor
Name
EMERALD GATE CHARITABLE TRUST
EIN
47-6977596
Address
ONE EMBARCADERO CENTER · 39TH FLOOR · SAN FRANCISCO, CA · 94111
Phone
(650) 735-1149
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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THE SUPREME COUNCIL, 33, A&A SCOTTISH RITE OF FREEMASONRY SOUTHERN JUR
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE RETIREMENT PLAN FOR CERTAIN EMPLOYEES OF SUPREME COUNCIL
$0
THE MENTAL HEALTH ASSOCIATION OF FORSYTH COUNTY, INC.
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$0
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$125.0B
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$88.3B
