Original filing (PDF)20250826115330NAL0017069538001

SCOTT H.Z. SUMNER

Name: SCOTT H.Z. SUMNER — SUMNER LAW 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: SCOTT H.Z. SUMNER

Form 5500-SF

FILING_RECEIVED

SUMNER LAW 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT H.Z. SUMNER.

Plan sponsor

Name

SCOTT H.Z. SUMNER

DBA

SUMNER LAW

EIN

47-1008725all filings

Address

1299 NEWELL HILL PLACE · SUITE 301 · WALNUT CREEK, CA · 94596

Phone

(925) 278-6170

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

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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