Original filing (PDF)20231004143737NAL0040746130001

COLLIER LAW FIRM, LLP

Name: COLLIER LAW FIRM, LLP — COLLIER LAW FIRM, LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: COLLIER LAW FIRM, LLP

Form 5500-SF

FILING_RECEIVED

COLLIER LAW FIRM, LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLIER LAW FIRM, LLP.

Plan sponsor

Name

COLLIER LAW FIRM, LLP

EIN

82-0911485all filings

Address

SUITE 100 · CORTE MADERA, CA · 94925

Phone

(415) 767-0047

Industry

Law Offices· Professional & Technical Servicessee 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

2023-10-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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