Original filing (PDF)20250721174934NAL0004573170001

EXCELSIS LAW PC

Name: EXCELSIS LAW PC — EXCELSIS LAW PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EXCELSIS LAW PC

Form 5500-SF

FILING_RECEIVED

EXCELSIS LAW PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELSIS LAW PC.

Plan sponsor

Name

EXCELSIS LAW PC

EIN

81-3798103all filings

Address

4405 RIVERSIDE DRIVE SUITE 206 · BURBANK, CA · 91505

Phone

(213) 340-0300

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-21

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)

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 Law Offices plans

BENNETT, HARTMAN, MORRIS & KAPLAN, LLP

BENNETT, HARTMAN, MORRIS & KAPLAN 401(K) UNION RETIREMENT PLAN

$266K · 4 participants

HEAD LAW FIRM, LLC

HEAD LAW FIRM 401(K) PLAN

$266K · 2 participants

BELLUCCILAW PC

BELLUCCILAW 401(K) PROFIT SHARING PLAN

$266K · 4 participants

BURT BARR & ASSOCIATES, L.L.P.

BURT BARR & ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN

$266K · 7 participants

EVANS PLLC

EVANS PLLC 401(K) PLAN

$266K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.