Original filing (PDF)20250415142658NAL0001473187001

LAIRD FAMILY ESTATE

Name: LAIRD FAMILY ESTATE — LAIRD FAMILY ESTATE 401(K) PLAN, Form 5500 (2023)
Creator: LAIRD FAMILY ESTATE

Form 5500-SF

FILING_RECEIVED

LAIRD FAMILY ESTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 LAIRD FAMILY ESTATE.

Plan sponsor

Name

LAIRD FAMILY ESTATE

EIN

68-0430169

Address

5055 SOLANO AVENUE · NAPA, CA · 94558

Phone

(707) 257-0360

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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