Original filing (PDF)20251002130202NAL0000833088001

ANDERSON LAW GROUP, INC.

Name: ANDERSON LAW GROUP, INC. — ANDERSON LAW GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: ANDERSON LAW GROUP, INC.

Form 5500-SF

FILING_RECEIVED

ANDERSON LAW GROUP, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

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.

Decision-maker contacts

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

Plan sponsor

Name

ANDERSON LAW GROUP, INC.

EIN

26-4149033

Address

1000 NORTH COAST HIGHWAY · SUITE 10 · LAGUNA BEACH, CA · 92651

Phone

(949) 715-4303

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

2025-10-02

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

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

Related plans

Similar-size Law Offices plans

LAW OFFICE OF KATHRYN M. KIRSCH, PLLC

LAW OFFICE OF KATHRYN M. KIRSCH 401(K) PLAN

$404K · 5 participants

DODARO CAMBEST ASSOCIATES PC D

DODARO CAMBEST ASSOCIATES PC D 401(K) PROFIT SHARING PLAN & TRUST

$404K · 16 participants

VEGA, JONES & DUBOIS, APLC

VEGA, JONES & DUBOIS, APLC 401(K) RETIREMENT SAVINGS PLAN

$405K · 11 participants

LAW OFFICES OF KARIN BENTZ PC

BENTZ P.C., KARIN A LAW OFFICES OF, 401K PLAN

$404K · 3 participants

PACIFIC NORTHWEST LAW, PC