Original filing (PDF)20250219205447NAL0004426737001

MASON J. SACKS, A PROFESSIONAL LAW CORPORATION

Name: MASON J. SACKS, A PROFESSIONAL LAW CORPORATION — MASON J. SACKS, INC. A PROF. LAW CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MASON J. SACKS, A PROFESSIONAL LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

MASON J. SACKS, INC. A PROF. LAW CORP. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 MASON J. SACKS, A PROFESSIONAL LAW CORPORATION.

Plan sponsor

Name

MASON J. SACKS, A PROFESSIONAL LAW CORPORATION

EIN

94-2565589

Address

125 SMITH CREEK DRIVE · LOS GATOS, CA · 95030

Phone

(408) 221-5218

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

2025-02-19

Pension benefit codes

2E · Profit-sharing

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

Related plans

Similar-size Law Offices plans

MURPHY & FAY, L.L.P.

MURPHY & FAY, L.L.P. 401(K) PROFIT SHARING PLAN

$4.3M · 5 participants

FARMER BROWNSTEIN JAEGER GOLDSTEIN KLEIN & SIEGEL LLP

FARMER BROWNSTEIN JAEGER GOLDSTEIN KLEIN & SIEGEL LLP 401(K) PLAN & TRUST

$4.3M · 7 participants

MONTGOMERY WILLARD, LLC

MONTGOMERY WILLARD, LLC 401(K) PROFIT SHARING PLAN

$4.3M · 5 participants

LAW OFFICES OF ROBERT E. WHITE

LAW OFFICES OF ROBERT E. WHITE SALARY DEFERRAL PLAN

$4.3M

ANTONINO ENEA, P.C.