Original filing (PDF)20250718123442NAL0002667056001

MADIGAN & LEWIS, LLP

Name: MADIGAN & LEWIS, LLP — MADIGAN & LEWIS, LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: MADIGAN & LEWIS, LLP

Form 5500-SF

FILING_RECEIVED

MADIGAN & LEWIS, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MADIGAN & LEWIS, LLP

EIN

47-4405699

Address

411 BOREL AVENUE, SUITE 600 · SAN MATEO, CA · 94402

Phone

—

Industry

Law 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

2025-07-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SURBER, ASHER, SURBER & MOUSHON, PLLC

SURBER, ASHER, SURBER & MOUSHON 401(K) PLAN

$1.7M · 4 participants

APPERSON CRUMP PLC

APPERSON CRUMP PROFIT SHARING PLAN

$1.7M · 28 participants

STEPHAN E. USLAN

STEPHAN E. USLAN PROFIT SHARING PLAN

$1.7M · 2 participants

SHINNICK & RYAN LLP

SHINNICK & RYAN LLP 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 26 participants

CRAIG A STOKES PC

CRAIG A STOKES PC 401K PROFIT SHARING PLAN AND TRUST