Original filing (PDF)20250924163544NAL0017574706001

WMB2 LLP

Name: WMB2 LLP — WMB2 LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WMB2 LLP

Form 5500-SF

FILING_RECEIVED

WMB2 LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 WMB2 LLP.

Plan sponsor

Name

WMB2 LLP

EIN

26-3789391

Address

101 LARKSPUR LANDING CIRCLE STE 200 · LARKSPUR, CA · 94939

Phone

(415) 925-1120

Industry

CPA 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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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