· 2022–2024 · DOL EFAST2

Edmonds & Edmonds LLP — Edmonds & Edmonds LLP 401(k), Form 5500 (2024)

Original filing (PDF)20250801180027NAL0016339442001

Edmonds & Edmonds LLP

Form 5500-SF

FILING_RECEIVED

Edmonds & Edmonds LLP 401(k) Plan & Trust

401(k) retirement plan · Edmonds & Edmonds LLP's Edmonds & Edmonds LLP 401(k) Plan & Trust held $623K in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDMONDS & EDMONDS LLP.

Plan sponsor

Name

EDMONDS & EDMONDS LLP

EIN

46-2685082all filings

Address

519 30TH STREET · NEWPORT BEACH, CA · 92663

Phone

(949) 220-9424

Industry

CPA Offices· Professional & Technical Services

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

2025-08-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Barfield & Associates, PC DBA AS Barfield Wealth Management

BWM Retirement Savings Plan

$622K · 4 participants

Haines, Isenbarger, & Skiba, LLC

Haines, Isenbarger, & Skiba, LLC 401(k) Plan

$623K · 25 participants

James W Bryan CPA PA

Bryan & Associates 401(k) Plan

$624K · 2 participants

Dibble & Associates, PLLC

Dibble & Associates, PLLC 401(k) Plan

$624K · 3 participants

Robert B. GILL, CPA

Self-Employed 401(k) Plan for Robert B. GILL, CPA

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.