Original filing (PDF)20250519132911NAL0001144355001

WELLS CALL A PROFESSIONAL CORPORATION

Name: WELLS CALL A PROFESSIONAL CORPORATION — WELLS, CALL, CLARK, BENNETT & CLAWSON A PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: WELLS CALL A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

WELLS, CALL, CLARK, BENNETT & CLAWSON A PC 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 (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 WELLS CALL A PROFESSIONAL CORPORATION.

Plan sponsor

Name

WELLS CALL A PROFESSIONAL CORPORATION

EIN

68-0030610

Address

620 GREAT JONES STREET · FAIRFIELD, CA · 94533

Phone

(707) 426-5300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-05-19

Pension benefit codes

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

LAW OFFICES OF COREY D SILVERSTEIN

LAW OFFICES OF COREY D SILVERSTEIN P.C. 401(K) PLAN

$1.7M · 2 participants

HEDINGER & LAWLESS, LLC

HEDINGER & LAWLESS, LLC 401K PROFIT SHARING PLAN

$1.7M · 11 participants

STEVEN L. AUGUST CO., L.P.A.

STEVEN L. AUGUST CO., L.P.A. CASH BALANCE PLAN

$1.7M · 2 participants

PATRICK RIGBY, PLLC

RIGBY & RIGBY 401(K) PLAN

$1.7M · 6 participants

LIBERMAN CABRERA THOMPSON & REITMAN PLLC

LIBERMAN CABRERA THOMPSON & REITMAN 401K PLAN