Original filing (PDF)20251001123951NAL0013217457001

RICHARD T. WILLIAMSON & ASSOCIATES, INC.

Name: RICHARD T. WILLIAMSON & ASSOCIATES, INC. — RICHARD T. WILLIAMSON & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: RICHARD T. WILLIAMSON & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

RICHARD T. WILLIAMSON & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 RICHARD T. WILLIAMSON & ASSOCIATES, INC..

Plan sponsor

Name

RICHARD T. WILLIAMSON & ASSOCIATES, INC.

EIN

27-1789491

Address

1945 PALO VERDE AVE., STE 101 · LONG BEACH, CA · 90815

Phone

(562) 431-1956

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

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

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

NORFOLK BEIER PLLC

NORFOLK BEIER PLLC 401(K) PROFIT SHARING PLAN

$1.3M · 7 participants

OGBORN MIHM, LLP

OGBORNMIHM, LLP CASH BALANCE PLAN

$1.3M · 33 participants

WALDECK & WOODROW, P.A.

WALDECK & WOODROW, P.A. 401(K) SAVINGS PLAN

$1.3M · 9 participants

RMCK LAW GROUP PLC

RMCK LAW GROUP PLC 401(K) PLAN

$1.3M · 8 participants

INSKEEP INTELLECTUAL PROPERTY

INSKEEP INTELLECTUAL PROPERTY 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 10 participants