Original filing (PDF)20250515144539NAL0013497107001

MONSON LAW OFFICE PC

Name: MONSON LAW OFFICE PC — MONSON LAW OFFICE PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MONSON LAW OFFICE PC

Form 5500-SF

FILING_RECEIVED

MONSON LAW OFFICE PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 MONSON LAW OFFICE PC.

Plan sponsor

Name

MONSON LAW OFFICE PC

EIN

47-2072132

Address

1865 NW 169TH PL STE 208 · BEAVERTON, OR · 970067310

Phone

(503) 828-1820

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

2025-05-15

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GIBBS & FUERST LLP

$2.2M · 8 participants

HARPER HAYES PLLC

HARPER HAYES PLLC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 6 participants

ALAN J. GARFUNKEL LLC

ALAN J. GARFUNKEL SELF-EMPLOYED RETIREMENT TRUST

$2.2M · 3 participants

THE LAW OFFICES OF CHRISTOPHER J. WOJCICKI AND ASSOCIATES, P.C.

WOJCICKI 401(K) PLAN & TRUST

$2.2M · 19 participants

HOEFLE, PHOENIX, GORMLEY & ROBERTS, PLLC

HOEFLE, PHOENIX, GORMLEY & ROBERTS, PLLC 401(K) PROFIT SHARING