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SUTTON SUZUKI ARCHITECTS — SUTTON SUZUKI ARCHITECTS CASH BALANCE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240702064853NAL0006870800001
SUTTON SUZUKI ARCHITECTS
Form 5500-SF
FILING_RECEIVED
SUTTON SUZUKI ARCHITECTS CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUTTON SUZUKI ARCHITECTS
.
Find decision makers
Plan sponsor
Name
SUTTON SUZUKI ARCHITECTS
EIN
68-0222994
Address
39 FORREST STREET · SUITE 101 · MILL VALLEY, CA · 94941
Phone
(415) 383-3139
Industry
Professional & Technical Services
see 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
2024-07-02
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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IAN BIRCHALL AND ASSOCIATES
IAN BIRCHALL AND ASSOCIATES SALARY DEFERRAL PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
Small plan (5500-SF) — Schedule H data not available.
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