Original filing (PDF)20250516154718NAL0014195795001

DAVID SILVERMAN & ASSOCIATES

Name: DAVID SILVERMAN & ASSOCIATES — DAVID SILVERMAN & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: DAVID SILVERMAN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DAVID SILVERMAN & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 DAVID SILVERMAN & ASSOCIATES.

Plan sponsor

Name

DAVID SILVERMAN & ASSOCIATES

EIN

71-0927510

Address

3217 HONOLULU AVE · GLENDALE, CA · 91214

Phone

(818) 541-6691

Industry

Wholesale Tradesee 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

2025-05-16

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

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 Wholesale Trade plans

GORIN-HOPPER-MCCOY, INC.

GORIN-HOPPER-MCCOY, INC. 401(K) PLAN

$2.8M · 56 participants

TRUSTED POWER, INC.

TRUSTED POWER 401(K) RETIREMENT PLAN

$2.8M · 6 participants

SUNON, INC.

SUNON, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$2.8M · 18 participants

ALLIED WHOLESALE ELECTRICAL SUPPLY, INC.

ALLIED WHOLESALE ELECTRICAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$2.8M · 52 participants

STEVENS SALES COMPANY

STEVENS SALES COMPANY 401(K) BRITE PLAN