Original filing (PDF)20250911184521NAL0000408611001

CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION

Name: CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION — CESARI, WERNER & MORIARTY PROFIT SHARING AND 401(K) PLAN, Form 5500 (2024)
Creator: CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

CESARI, WERNER & MORIARTY PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION.

Plan sponsor

Name

CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION

EIN

94-2217924

Address

P. O. BOX 27307 · SAN FRANCISCO, CA · 94127

Phone

(650) 991-5126

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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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