Original filing (PDF)20250108220208NAL0011695665017

Phoneburner

Name: Phoneburner — Phoneburner 401(k) Plan, Form 5500 (2024)
Creator: Phoneburner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoneburner 401(k) Plan

401(k) retirement plan · Phoneburner's Phoneburner 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed Phoneburner's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phoneburner's EIN is 26-3924437.

EIN 26-3924437

Plan number 001

Plan year 2024

ACK ID 20250108220208NAL0011695665017

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoneburner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoneburner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHONEBURNER.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PHONEBURNER

EIN

all filings

Address

1968 S. COAST HWY. · SUITE 1800 · LAGUNA BEACH, CA · 92651

Phone

(949) 218-7456

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-04-09

Filed

2025-01-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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