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BORIS E. EFRON, A PROFESSIONAL LAW CORPORATION — BORIS E. EFRON, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250612122549NAL0016880705001
BORIS E. EFRON, A PROFESSIONAL LAW CORPORATION
Form 5500-SF
FILING_RECEIVED
BORIS E. EFRON, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
BORIS E. EFRON, A PROFESSIONAL LAW CORPORATION
.
Find decision makers
Plan sponsor
Name
BORIS E. EFRON, A PROFESSIONAL LAW CORPORATION
EIN
77-0079397
Address
130 PORTOLA ROAD · PORTOLA VALLEY, CA · 94028
Phone
(650) 851-8880
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
BORIS E. EFRON
EIN
32-0325564
City
PORTOLA VALLEY, CA
Phone
(650) 851-8880
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Pension benefit codes
2E · Profit-sharing
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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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.
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