Original filing (PDF)20240826182644NAL0020055026001

SUE A. Todd

Name: SUE A. Todd — SUE A. Todd Profit Sharing Plan, Form 5500 (2023)
Creator: SUE A. Todd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUE A. Todd Profit Sharing Plan

Defined-contribution retirement plan · SUE A. Todd's SUE A. Todd Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

SUE A. Todd's EIN is 94-3104249.

EIN 94-3104249

Plan number 001

Plan year 2023

ACK ID 20240826182644NAL0020055026001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SUE A. Todd from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SUE A. Todd's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUE A. TODD.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SUE A. TODD

EIN

all filings

Address

30 CAMINO MONTE SOL · ALAMO, CA · 94507

Phone

(415) 543-5001

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-05

Filed

2024-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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