Original filing (PDF)20240711130700NAL0018420641001

JOHNSON FOSTER FITZGERALD & BREN

Name: JOHNSON FOSTER FITZGERALD & BREN — JOHNSON FOSTER FITZGERALD & BRENES LLP, 401(K) PS PLAN, Form 5500 (2023)
Creator: JOHNSON FOSTER FITZGERALD & BREN

Form 5500-SF

FILING_RECEIVED

JOHNSON FOSTER FITZGERALD & BRENES LLP, 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 JOHNSON FOSTER FITZGERALD & BREN.

Plan sponsor

Name

JOHNSON FOSTER FITZGERALD & BREN

EIN

95-1759331

Address

15200 SUNSET BLVD STE 203 · PACIFIC PALISADES, CA · 90272

Phone

(310) 454-6545

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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