Original filing (PDF)20250702122713NAL0007620003001

KIRK & TOBERTY

Name: KIRK & TOBERTY — KIRK & TOBERTY 401(K) PLAN, Form 5500 (2024)
Creator: KIRK & TOBERTY

Form 5500-SF

FILING_RECEIVED

KIRK & TOBERTY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 KIRK & TOBERTY.

Plan sponsor

Name

KIRK & TOBERTY

EIN

33-0569975

Address

2201 DUPONT DRIVE SUITE 820 · IRVINE, CA · 92612

Phone

(949) 851-0355

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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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