GELFER LAW GROUP, A PROFESSIONAL CORPORATION 401 — GELFER LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
GELFER LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$228K
Net assets (EOY)
$228K
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GELFER LAW GROUP, A PROFESSIONAL CORPORATION 401.
Plan sponsor
Name
GELFER LAW GROUP, A PROFESSIONAL CORPORATION 401
EIN
87-0700508
Address
77 BUNSEN · IRVINE, CA · 92618
Phone
(949) 218-3670
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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.
