Original filing (PDF)20240517113457NAL0043364865001

ROBERT J. WERNER, P.C.

Name: ROBERT J. WERNER, P.C. — ROBERT J. WERNER, P.C. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT J. WERNER, P.C.

Form 5500-SF

FILING_RECEIVED

ROBERT J. WERNER, P.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ROBERT J. WERNER, P.C..

Plan sponsor

Name

ROBERT J. WERNER, P.C.

EIN

86-0975969

Address

3200 N CENTRAL AVE STE 1800 · PHOENIX, AZ · 850122438

Phone

(602) 631-9004

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-17

Pension benefit codes

2E · Profit-sharing

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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