Original filing (PDF)20240710094227NAL0023766992001

LAW OFFICE OF ROBERT E. SLAVIN, PC DBA ASSESSMENT COUNSELLING SERVICES

Name: LAW OFFICE OF ROBERT E. SLAVIN, PC DBA ASSESSMENT COUNSELLING SERVICES — ASSESSMENT COUNSELLING SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LAW OFFICE OF ROBERT E. SLAVIN, PC DBA ASSESSMENT COUNSELLING SERVICES

Form 5500-SF

FILING_RECEIVED

ASSESSMENT COUNSELLING SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 LAW OFFICE OF ROBERT E. SLAVIN, PC DBA ASSESSMENT COUNSELLING SERVICES.

Plan sponsor

Name

LAW OFFICE OF ROBERT E. SLAVIN, PC DBA ASSESSMENT COUNSELLING SERVICES

EIN

20-8139535

Address

125 AUBURN COURT, #210 · WESTLAKE VILLAGE, CA · 91362

Phone

(818) 865-8586

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

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

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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