Original filing (PDF)20250926050452NAL0008214865001

MEYER, OLSON, LOWY AND MEYERS, LLP

Name: MEYER, OLSON, LOWY AND MEYERS, LLP — MEYER, OLSON, LOWY AND MEYERS, LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: MEYER, OLSON, LOWY AND MEYERS, LLP

Form 5500-SF

FILING_RECEIVED

MEYER, OLSON, LOWY AND MEYERS, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 MEYER, OLSON, LOWY AND MEYERS, LLP.

Plan sponsor

Name

MEYER, OLSON, LOWY AND MEYERS, LLP

EIN

20-2063632

Address

10100 SANTA MONICA BLVD. SUITE 1425 · LOS ANGELES, CA · 90067

Phone

(310) 855-5353

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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