Original filing (PDF)20250311165742NAL0010896547001

ERIC L. FOUMBERG & CO.

Name: ERIC L. FOUMBERG & CO. — ERIC L. FOUMBERG & CO. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ERIC L. FOUMBERG & CO.

Form 5500-SF

FILING_RECEIVED

ERIC L. FOUMBERG & CO. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 ERIC L. FOUMBERG & CO..

Plan sponsor

Name

ERIC L. FOUMBERG & CO.

EIN

82-4020201

Address

5931 RAINBOW HILL ROAD · AGOURA HILLS, CA · 913014645

Phone

(818) 207-3685

Industry

CPA 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

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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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