Original filing (PDF)20250717120108NAL0000353728001

HOLMES WEINBERG, A PROFESSIONAL CORPORATION

Name: HOLMES WEINBERG, A PROFESSIONAL CORPORATION — HOLMES WEINBERG, APC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HOLMES WEINBERG, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

HOLMES WEINBERG, APC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HOLMES WEINBERG, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

HOLMES WEINBERG, A PROFESSIONAL CORPORATION

EIN

30-0485026

Address

30765 PACIFIC COAST HWY, SUITE 411 · MALIBU, CA · 90265

Phone

(310) 457-6100

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

ADAM L. MUSLUSKY, P.C.

ADAM L. MUSLUSKY LAW CASH BALANCE PLAN

$1.4M · 13 participants

LAW OFFICE OF ROBERT H. MONTEFUS

LAW OFFICE OF ROBERT H. MONTEFUSCO, P.C.

$1.4M · 4 participants

MILLER, DAWSON, SIGAL & WARD, LLC

MILLER, DAWSON, SIGAL & WARD, LLC 401(K) PLAN

$1.4M · 53 participants

BORNE, WILKES & RABALAIS, L.L.C.

BORNE, WILKES & RABALAIS L.L.C. THRIFT & SAVINGS PLAN

$1.4M · 12 participants

BEGUM LAW GROUP, LLC

BEGUM LAW GROUP 401(K) PLAN