Original filing (PDF)20251001162443NAL0016380656001

MILLER & ANGSTADT, P.C.

Name: MILLER & ANGSTADT, P.C. — MILLER & ANGSTADT, P.C. SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: MILLER & ANGSTADT, P.C.

Form 5500-SF

FILING_RECEIVED

MILLER & ANGSTADT, P.C. SALARY DEFERRAL PLAN

Defined-contribution 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 MILLER & ANGSTADT, P.C..

Plan sponsor

Name

MILLER & ANGSTADT, P.C.

EIN

94-2296102

Address

1470 MARIA LANE S400 · WALNUT CREEK, CA · 94596

Phone

(925) 930-9255

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ERIC P. ANGSTADT

EIN

30-0696162

City

WALNUT CREEK, CA

Phone

(925) 930-9255

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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