Original filing (PDF)20250930103846NAL0016366979001

JOHN L FALLAT

Name: JOHN L FALLAT — JOHN L FALLAT 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN L FALLAT

Form 5500-SF

FILING_RECEIVED

JOHN L FALLAT 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

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 JOHN L FALLAT.

Plan sponsor

Name

JOHN L FALLAT

EIN

94-3109685all filings

Address

68 MITCHELL BOULEVARD · SUITE 135 · SAN RAFAEL, CA · 94903

Phone

(415) 457-3773

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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