Original filing (PDF)20251010092137NAL0012719936001

STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION

Name: STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION — STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN, Form 5500 (2024)
Creator: STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION.

Plan sponsor

Name

STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION

EIN

45-4226898

Address

870 MARKET STREET, SUITE 1285 · SAN FRANCISCO, CA · 941022907

Phone

(415) 362-9800

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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