Original filing (PDF)20240926134022NAL0000417763001

MURPHY, LOGAN & ROADES-BROWN LLP

Name: MURPHY, LOGAN & ROADES-BROWN LLP — MURPHY, LOGAN & ROADES-BROWN LLP PROFIT SHARING/401(K) PLAN, Form 5500 (2023)
Creator: MURPHY, LOGAN & ROADES-BROWN LLP

Form 5500-SF

FILING_RECEIVED

MURPHY, LOGAN & ROADES-BROWN LLP PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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 MURPHY, LOGAN & ROADES-BROWN LLP.

Plan sponsor

Name

MURPHY, LOGAN & ROADES-BROWN LLP

EIN

68-0109959

Address

2350 FIRST STREET · NAPA, CA · 94559

Phone

(707) 257-8100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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