Original filing (PDF)20250807181643NAL0002280051001

MAHO & PRENTICE, LLP

Name: MAHO & PRENTICE, LLP — MAHO & PRENTICE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: MAHO & PRENTICE, LLP

Form 5500-SF

FILING_RECEIVED

MAHO & PRENTICE, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 MAHO & PRENTICE, LLP.

Plan sponsor

Name

MAHO & PRENTICE, LLP

EIN

90-0136255

Address

629 STATE STREET, SUITE 217 · SANTA BARBARA, CA · 93101

Phone

(805) 962-1930

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

2025-08-07

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BRUCE ASHWORTH, ATTORNEY AT LAW

BRUCE ASHWORTH EMPLOYEES' PROFIT SHARING PLAN

$5.4M · 2 participants

CHITTENDEN, MURDAY & NOVOTNY LLC

CHITTENDEN, MURDAY & NOVOTNY LLC CAPITAL MEMBERS AND STAFF 401(K) SAVINGS PLAN AND TRUST

$5.4M · 11 participants

HAUGEBERG, RUETER, GOWELL, FREDRICK

HAUGEBERG, RUETER, GOWELL, FREDRICKS & HIGGINS, P.C. 401(K) PLAN

$5.4M · 16 participants

MERRY, FARNEN AND RYAN, P.C.

MERRY, FARNEN AND RYAN, P.C. 401(K) PLAN

$5.4M · 17 participants

KLAUSNER & KAUFMAN, P.A.