Original filing (PDF)20250530190659NAL0005408707001

LONICH PATTON EHRLICH POLICASTRI, PC

Name: LONICH PATTON EHRLICH POLICASTRI, PC — LONICH PATTON EHRLICH POLICASTRI, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LONICH PATTON EHRLICH POLICASTRI, PC

Form 5500-SF

FILING_RECEIVED

LONICH PATTON EHRLICH POLICASTRI, PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 LONICH PATTON EHRLICH POLICASTRI, PC.

Plan sponsor

Name

LONICH PATTON EHRLICH POLICASTRI, PC

EIN

83-0583683

Address

1871 THE ALAMEDA, SUITE 400 · SAN JOSE, CA · 95126

Phone

(408) 553-0801

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

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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