Original filing (PDF)20250214154242NAL0024950657001

LAWRENCE A DALY & ASSOC. INC.

Name: LAWRENCE A DALY & ASSOC. INC. — LAWRENCE A DALY & ASSOC INC PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: LAWRENCE A DALY & ASSOC. INC.

Form 5500-SF

FILING_RECEIVED

LAWRENCE A DALY & ASSOC INC PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 LAWRENCE A DALY & ASSOC. INC..

Plan sponsor

Name

LAWRENCE A DALY & ASSOC. INC.

EIN

94-2907786

Address

1220 DIAMOND WAY, STE 220 · CONCORD, CA · 94520

Phone

(925) 825-7286

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2025-02-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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