Original filing (PDF)20230727151136NAL0007456403001

CIRCLE LC CORP

Name: CIRCLE LC CORP — CIRCLE LC CORP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: CIRCLE LC CORP

Form 5500-SF

FILING_RECEIVED

CIRCLE LC CORP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

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 CIRCLE LC CORP.

Plan sponsor

Name

CIRCLE LC CORP

EIN

68-0402407

Address

3272 OLD ADOBE ROAD · PETALUMA, CA · 94954

Phone

(707) 762-3854

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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