Original filing (PDF)20250707104039NAL0003132225001

GEORGE R. TUTTLE, APC

Name: GEORGE R. TUTTLE, APC — GEORGE R. TUTTLE, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GEORGE R. TUTTLE, APC

Form 5500-SF

FILING_RECEIVED

GEORGE R. TUTTLE, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement 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 GEORGE R. TUTTLE, APC.

Plan sponsor

Name

GEORGE R. TUTTLE, APC

EIN

94-2654195

Address

3950 CIVIC CENTER DRIVE, SUITE 310 · SAN RAFAEL, CA · 94903

Phone

(415) 986-8780

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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