Original filing (PDF)20250617181203NAL0004311954001

DOYLE SCHAFER MCMAHON LLP

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

Form 5500-SF

FILING_RECEIVED

DOYLE SCHAFER MCMAHON LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 DOYLE SCHAFER MCMAHON LLP.

Plan sponsor

Name

DOYLE SCHAFER MCMAHON LLP

EIN

27-1467268

Address

5440 TRABUCO RD · IRVINE, CA · 92620

Phone

(949) 727-7077

Industry

Law 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

2025-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SHAFER LAW FIRM, P.C.

SHAFER LAW FIRM 401(K) PROFIT SHARING PLAN

$4.9M · 28 participants

FRANCIS HANSEN & MARTIN LLP

FRANCIS HANSEN & MARTIN LLP 401(K) PLAN

$4.9M · 12 participants

CORY, MEREDITH, WITTER & SMITH L.P.A.

CORY, MEREDITH, WITTER, & SMITH L.P.A 401(K) PSP

$4.9M · 10 participants

J. SCOTT NOONEY, LLC DBA NOONEY AND ROBERTS

J. SCOTT NOONEY RETIREMENT SAVINGS PLAN

$4.9M · 17 participants

WILCENSKI & PLEAT, PLLC

WILCENSKI & PLEAT, PLLC 401(K) PROFIT SHARING PLAN