Original filing (PDF)20251013175718NAL0001701329002

JOHN P. BYRNE, A PROFESSIONAL CORPORATION

Name: JOHN P. BYRNE, A PROFESSIONAL CORPORATION — JOHN P. BYRNE, A PROFESSIONAL CORP. PENSION PLAN, Form 5500 (2024)
Creator: JOHN P. BYRNE, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

JOHN P. BYRNE, A PROFESSIONAL CORP. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 JOHN P. BYRNE, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

JOHN P. BYRNE, A PROFESSIONAL CORPORATION

EIN

75-3071104

Address

24007 VENTURA BLVD · SUITE 265 · CALABASAS, CA · 913023921

Phone

(818) 593-5520

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

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

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

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LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT