Original filing (PDF)20250623162142NAL0009395856001

BERKEY WILLIAMS, LLP

Name: BERKEY WILLIAMS, LLP — BERKEY WILLIAMS, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERKEY WILLIAMS, LLP

Form 5500-SF

FILING_RECEIVED

BERKEY WILLIAMS, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 BERKEY WILLIAMS, LLP.

Plan sponsor

Name

BERKEY WILLIAMS, LLP

EIN

02-0658763

Address

430 D STREET · DAVIS, CA · 95616

Phone

(510) 548-7070

Industry

Law Offices· 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

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Law Offices plans

BUBALO LAW PLC

BUBALO LAW PLC 401(K) PLAN

$3.1M · 24 participants

JUVENILE DEFENDERS, LLP

JUVENILE DEFENDERS 401(K) PROFIT SHARING PLAN

$3.1M · 18 participants

REITLER KAILAS & ROSENBLATT, LLP

REITLER KAILAS & ROSENBLATT, LLP INCENTIVES SAVINGS AND TRUST PLAN

$3.1M · 29 participants

COSTELLO, MCMAHON, GILBRETH & MURPHY, LTD.

COSTELLO, MCMAHON, GILBRETH & MURPHY, LTD. CASH BALANCE PENSION PLAN

$3.1M · 15 participants

CLARK FROST ZUCCHI P.C.

CLARK FROST ZUCCHI 401(K) PLAN