Original filing (PDF)20251014220937NAL0005003904001

LAFAYETTE & KUMAGAI, LLP

Name: LAFAYETTE & KUMAGAI, LLP — LAFAYETTE & KUMAGAI, LLP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAFAYETTE & KUMAGAI, LLP

Form 5500-SF

FILING_RECEIVED

LAFAYETTE & KUMAGAI, LLP 401K PROFIT SHARING 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 LAFAYETTE & KUMAGAI, LLP.

Plan sponsor

Name

LAFAYETTE & KUMAGAI, LLP

EIN

94-3201837

Address

1300 CLAY STREET, SUITE 810 · OAKLAND, CA · 94612

Phone

(415) 357-4600

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MARK J. MEYERS, ATTORNEY AT LAW

MARK J. MEYERS, ATTORNEY AT LAW PROFIT SHARING PLAN

$5.4M · 2 participants

LOEWENTHAL, HILLSHAFER & CARTER, LLP

LOEWENTHAL, HILLSHAFER & CARTER, LLP 401(K) PROFIT SHARING PLAN

$5.4M · 10 participants

AZRAEL, FRANZ, SCHWAB, LIPOWITZ

AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN

$5.4M · 9 participants

SENDROFF & BARUCH, LLP

SENDROFF & BARUCH, LLP 401(K) PROFIT SHARING PLAN

$5.4M · 6 participants

ROME CLIFFORD KATZ & KOERNER, LLP