Original filing (PDF)20250703113638NAL0001264082001

BROENING OBERG WOODS & WILSON PC

Name: BROENING OBERG WOODS & WILSON PC — BROENING OBERG WOODS & WILSON PC 401(K) PLAN, Form 5500 (2024)
Creator: BROENING OBERG WOODS & WILSON PC

Form 5500-SF

FILING_RECEIVED

BROENING OBERG WOODS & WILSON PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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 BROENING OBERG WOODS & WILSON PC.

Plan sponsor

Name

BROENING OBERG WOODS & WILSON PC

EIN

86-0379628

Address

2800 N CENTRAL AVE STE 1600 · PHOENIX, AZ · 85004

Phone

(602) 271-7778

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

2025-07-03

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LOUGHREN, LOUGHREN & LOUGHREN, P.C.

LOUGHREN, LOUGHREN & LOUGHREN, P.C. PROFIT SHARING PLAN

$9.7M · 5 participants

PALMER BIEZUP & HENDERSON, LLP

PALMER BIEZUP & HENDERSON, LLP 401(K) PROFIT SHARING PLAN

$9.7M · 7 participants

MASTAGNI HOLSTEDT APC

MASTAGNI HOLSTEDT APC 401K PLAN

$9.7M · 106 participants

MEENAN P.A.

MEENAN P A PROFIT SHARING & 401K PLAN

$9.7M · 36 participants

GENERAL MOTORS LLC & OTHERS

UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST