Original filing (PDF)20250521171658NAL0003471440001

LOUNSBERY FERGUSON ALTONA & PEAK, LLP

Name: LOUNSBERY FERGUSON ALTONA & PEAK, LLP — LOUNSBERY FERGUSON ALTONA & PEAK, LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LOUNSBERY FERGUSON ALTONA & PEAK, LLP

Form 5500-SF

FILING_RECEIVED

LOUNSBERY FERGUSON ALTONA & PEAK, LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 LOUNSBERY FERGUSON ALTONA & PEAK, LLP.

Plan sponsor

Name

LOUNSBERY FERGUSON ALTONA & PEAK, LLP

EIN

33-0697632

Address

960 CANTERBURY PLACE · SUITE 300 · ESCONDIDO, CA · 92025

Phone

(760) 743-1226

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

2025-05-21

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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