Original filing (PDF)20251009133324NAL0011572720001

COLDWELL SUTTER CAPITAL INC

Name: COLDWELL SUTTER CAPITAL INC — COLDWELL SUTTER CAPITAL INC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: COLDWELL SUTTER CAPITAL INC

Form 5500-SF

FILING_RECEIVED

COLDWELL SUTTER CAPITAL INC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 COLDWELL SUTTER CAPITAL INC.

Plan sponsor

Name

COLDWELL SUTTER CAPITAL INC

EIN

94-2799654

Address

30 LIBERTY SHIP WAY SUITE 3225 · SAUSALITO, CA · 94965

Phone

(415) 962-2526

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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