Original filing (PDF)20230807111841NAL0025521057001

MCCONNELL BARWICK LLP

Name: MCCONNELL BARWICK LLP — MCCONNELL BARWICK LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MCCONNELL BARWICK LLP

Form 5500-SF

FILING_RECEIVED

MCCONNELL BARWICK LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 MCCONNELL BARWICK LLP.

Plan sponsor

Name

MCCONNELL BARWICK LLP

EIN

33-0457773

Address

9960 RESEARCH DRIVE, SUITE 100 · IRVINE, CA · 92618

Phone

(949) 900-4400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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