Original filing (PDF)20250204123116NAL0014871200001

LOEWENTHAL, HILLSHAFER & CARTER, LLP

Name: LOEWENTHAL, HILLSHAFER & CARTER, LLP — LOEWENTHAL, HILLSHAFER & CARTER, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOEWENTHAL, HILLSHAFER & CARTER, LLP

Form 5500-SF

FILING_RECEIVED

LOEWENTHAL, HILLSHAFER & CARTER, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 LOEWENTHAL, HILLSHAFER & CARTER, LLP.

Plan sponsor

Name

LOEWENTHAL, HILLSHAFER & CARTER, LLP

EIN

20-0414175

Address

5700 CANOGA AVENUE, SUITE 160 · WOODLAND HILLS, CA · 913676579

Phone

(818) 905-6283

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

2025-02-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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