Original filing (PDF)20250729101847NAL0001240403001

JOHN A. ADLER

Name: JOHN A. ADLER — JOHN A. ADLER PROFIT SHARING, Form 5500 (2024)
Creator: JOHN A. ADLER

Form 5500-SF

FILING_RECEIVED

JOHN A. ADLER PROFIT SHARING

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 A. ADLER.

Plan sponsor

Name

JOHN A. ADLER

EIN

33-0271909

Address

1237 BAYSIDE DR · CORONA DEL MAR, CA · 926251705

Phone

(949) 645-3500

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-29

Pension benefit codes

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

DARREN J. GOODMAN, A PROFESSIONAL CORPORATION

DARREN J. GOODMAN, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$1.7M · 6 participants

MADDOX & LAFFOON, P.S.

MADDOX & LAFFOON, P.S. 401(K) PLAN

$1.7M · 4 participants

DENNIGAN CAHILL SMITH, LLC

DENNIGAN CAHILL SMITH, LLC 401(K) PLAN

$1.7M · 8 participants

DUNN & PANAGOTACOS, LLP

DUNN & PANAGOTACOS LLP 401(K) PLAN

$1.7M · 3 participants

ROBERT C RICE & ASSOCIATES PC

ROBERT C RICE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST