Original filing (PDF)20250430172427NAL0001362147001

WILLIAM D. SHAPIRO LAW, INC.

Name: WILLIAM D. SHAPIRO LAW, INC. — WILLIAM D. SHAPIRO 401K PLAN AND TRUST, Form 5500 (2024)
Creator: WILLIAM D. SHAPIRO LAW, INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM D. SHAPIRO 401K PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 WILLIAM D. SHAPIRO LAW, INC..

Plan sponsor

Name

WILLIAM D. SHAPIRO LAW, INC.

DBA

DBA LAW OFF. OF WILLIAM D. SHAPIRO

EIN

88-2010466

Address

893 EAST BRIER DRIVE · SAN BERNARDINO, CA · 92408

Phone

(909) 890-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

WILLIAM D. SHAPIRO

EIN

33-0051689

City

SAN BERNARDINO, CA

Phone

(909) 890-1000

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3B · Covers self-employed individuals

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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