· 2022–2024 · DOL EFAST2

OFFICE OF CHAPTER 13 TRUSTEE — OFFICE OF CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260319153102NAL0004156545001

OFFICE OF CHAPTER 13 TRUSTEE

Form 5500-SF

FILING_RECEIVED

OFFICE OF CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

10

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OFFICE OF CHAPTER 13 TRUSTEE.

Plan sponsor

Name

OFFICE OF CHAPTER 13 TRUSTEE

EIN

27-4644050

Address

402 WEST BROADWAY SUITE 1450 · SAN DIEGO, CA · 92101

Phone

(619) 338-4010

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CHAPTER 13 TRUSTEE

CHAPTER 13 TRUSTEE 401K PLAN

$4.3M · 17 participants

FISCHBACH, PERLSTEIN, LIEBERMAN & ALMOND, LLP

FISCHBACH, PERLSTEIN, LIEBERMAN & ALMOND LLP 401K PROFIT SHARING PLAN

$4.3M · 6 participants

MOOTY & ASSOCIATES, P.C.

MOOTY & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

$4.3M · 6 participants

FISCHBACH, PERLSTEIN, LIEBERMAN & ALMOND, LLP

FISCHBACH, PERLSTEIN, LIEBERMAN & ALMOND LLP 401K PROFIT SHARING PLAN

$4.3M · 5 participants

PETER C. BAZOS, P.C.