Original filing (PDF)20241001142201NAL0011897248001

WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP

Name: WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP — WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP 401(K) PLAN, Form 5500 (2022)
Creator: WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP

Form 5500-SF

FILING_RECEIVED

WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP.

Plan sponsor

Name

WAGNER KIRKMAN BLAINE KLOMPARENS & YOUMANS LLP

EIN

68-0031813

Address

10640 MATHER BLVD., SUITE 200 · MATHER, CA · 95655

Phone

(916) 920-5286

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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