Original filing (PDF)20251003101432NAL0001232689001

JOHN R SCHILLING

Name: JOHN R SCHILLING — JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: JOHN R SCHILLING

Form 5500-SF

FILING_RECEIVED

JOHN R SCHILLING, APC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JOHN R SCHILLING.

Plan sponsor

Name

JOHN R SCHILLING

EIN

33-0091540

Address

4100 MACARTHUR BOULEVARD · SUITE 300 · NEWPORT BEACH, CA · 92660

Phone

(949) 833-8833

Industry

Other Services (ex. Public Admin)see 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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YONKERS PARTNERS IN EDUCATION

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UNIVERSAL INSURANCE PROGRAMS L

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