· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAW OFFICE OF DAVID BONEMEYER — LAW OFFICE OF DAVID BONEMEYER DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015125043NAL0004892721001
LAW OFFICE OF DAVID BONEMEYER
Form 5500-SF
FILING_RECEIVED
LAW OFFICE OF DAVID BONEMEYER DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAW OFFICE OF DAVID BONEMEYER
.
Find decision makers
Plan sponsor
Name
LAW OFFICE OF DAVID BONEMEYER
EIN
10-0006209
Address
158 SOUTH KING ROAD, SUITE 40 · SAN JOSE, CA · 95116
Phone
(408) 823-5788
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Law Offices plans
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C.
ZIOLKOWSKI PATENT SOLUTIONS GROUP, S.C. 401(K) PLAN
$3.3M · 7 participants
MILLER MALONE & TELLEFSON, PS, INC.
MILLER MALONE & TELLEFSON, PS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 3 participants
FRIER & LEVITT, L.L.C.
FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING PLAN
$3.3M · 28 participants
JOHNSON & JOHNSON LLP
JOHNSON & JOHNSON LLP 401K PROFIT SHARING PLAN
$3.3M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
KSB SCHOOL LAW, P.C., L.L.O.
KSB SCHOOL LAW, P.C., L.L.O. 401(K) PLAN
$3.3M · 11 participants
HAMMONDLAW, P.C.
HAMMONDLAW, PC 401K PROFIT SHARING PLAN AND TRUST
$3.3M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
