Original filing (PDF)20250424131528NAL0004205011001

SEGAL LAW GROUP INC DBA SEGAL LAW GROUP

Name: SEGAL LAW GROUP INC DBA SEGAL LAW GROUP — SEGAL LAW GROUP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SEGAL LAW GROUP INC DBA SEGAL LAW GROUP

Form 5500-SF

FILING_RECEIVED

SEGAL LAW GROUP PROFIT SHARING PLAN

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 SEGAL LAW GROUP INC DBA SEGAL LAW GROUP.

Plan sponsor

Name

SEGAL LAW GROUP INC DBA SEGAL LAW GROUP

EIN

88-2785605

Address

9100 WILSHIRE BOULEVARD · SUITE 616E · BEVERLY HILLS, CA · 902123557

Phone

(310) 550-4840

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

CHEN YOSHIMURA LLP

CHEN YOSHIMURA LLP 401(K) PROFIT SHARING PLAN

$5.1M · 5 participants

LUNDYLAW, LLP

LUNDYLAW, LLP 401(K) RETIREMENT PLAN

$5.1M · 50 participants

BRIDGES, YOUNG, MATTHEWS & DRAKE PLC

BRIDGES LAW FIRM EMPLOYEES' PROFIT SHARING PLAN

$5.1M · 6 participants

ORLOW, ORLOW & ORLOW, P.C.

ORLOW, ORLOW & ORLOW, P.C. RETIREMENT PLAN

$5.1M · 5 participants

WEBBER & THIES, P.C.

$5.1M · 14 participants