Original filing (PDF)20251009113421NAL0011367424001

EDMONDS & EDMONDS LLP

Name: EDMONDS & EDMONDS LLP — EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: EDMONDS & EDMONDS LLP

Form 5500-SF

FILING_RECEIVED

EDMONDS & EDMONDS LLP CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDMONDS & EDMONDS LLP.

Plan sponsor

Name

EDMONDS & EDMONDS LLP

EIN

46-2685082

Address

519 30TH STREET · NEWPORT BEACH, CA · 92663

Phone

(949) 220-9424

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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