Original filing (PDF)20231218174831NAL0019208483001

LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION

Name: LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION — LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION.

Plan sponsor

Name

LAPIDUS AND LAPIDUS, A PROFESSIONAL LAW CORPORATION

EIN

04-3687664

Address

177 SOUTH BEVERLY DRIVE · BEVERLY HILLS, CA · 90212

Phone

(310) 550-8700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2023-12-18

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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