Original filing (PDF)20231011104646NAL0059693570001

WERSHOW AND BLOOM LLP

Name: WERSHOW AND BLOOM LLP — WERSHOW AND BLOOM LLP PROFIT SHARING PLAN, Form 5500 (2022)
Creator: WERSHOW AND BLOOM LLP

Form 5500-SF

FILING_RECEIVED

WERSHOW AND BLOOM LLP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

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 WERSHOW AND BLOOM LLP.

Plan sponsor

Name

WERSHOW AND BLOOM LLP

EIN

95-1471798

Address

16633 VENTURA BOULEVARD · ENCINO, CA · 91436

Phone

(310) 557-9770

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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