Original filing (PDF)20250919114259NAL0003012099001

E.J. FOURNIER, ESQ.

Name: E.J. FOURNIER, ESQ. — E.J. FOURNIER, ESQ. & BARBARA IZZO, ESQ. DEFINED BENEFIT PLAN & TRUST, Form 5500 (2024)
Creator: E.J. FOURNIER, ESQ.

Form 5500-SF

FILING_RECEIVED

E.J. FOURNIER, ESQ. & BARBARA IZZO, ESQ. DEFINED BENEFIT PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 E.J. FOURNIER, ESQ..

Plan sponsor

Name

E.J. FOURNIER, ESQ.

EIN

82-5346124

Address

207 JOHNSON AVENUE · LOS GATOS, CA · 95030

Phone

(650) 283-2746

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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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