Original filing (PDF)20250813130744NAL0020256146001

BUSH GOTTLIEB, A LAW CORPORATION

Name: BUSH GOTTLIEB, A LAW CORPORATION — BUSH GOTTLIEB 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BUSH GOTTLIEB, A LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

BUSH GOTTLIEB 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSH GOTTLIEB, A LAW CORPORATION.

Plan sponsor

Name

BUSH GOTTLIEB, A LAW CORPORATION

EIN

95-2956616

Address

801 N BRAND BOULEVARD SUITE 950 · GLENDALE, CA · 91203

Phone

(818) 973-3200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-08-13

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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