Original filing (PDF)20250529193407NAL0004974227001

ROBERT E. CALLAHAN, ATTORNEY AT LAW

Name: ROBERT E. CALLAHAN, ATTORNEY AT LAW — ROBERT E. CALLAHAN, ATTORNEY AT LAW PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT E. CALLAHAN, ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

ROBERT E. CALLAHAN, ATTORNEY AT LAW PROFIT SHARING PLAN

Defined-contribution 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 ROBERT E. CALLAHAN, ATTORNEY AT LAW.

Plan sponsor

Name

ROBERT E. CALLAHAN, ATTORNEY AT LAW

EIN

33-0941600

Address

24 CORPORATE PLAZA DR., STE. 200 · NEWPORT BEACH, CA · 92660

Phone

(949) 252-4615

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

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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