Original filing (PDF)20250307110229NAL0007158275001

MICHAEL M. STEIN, INC.

Name: MICHAEL M. STEIN, INC. — Form 5500 (2024)
Creator: MICHAEL M. STEIN, INC.

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 MICHAEL M. STEIN, INC..

Plan sponsor

Name

MICHAEL M. STEIN, INC.

EIN

95-3168004

Address

18757 BURBANK BLVD STE 102 · TARZANA, CA · 913566346

Phone

—

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

2025-03-07

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Related plans

Similar-size Law Offices plans

STEBNER GERTLER GUADAGNI & KAWAMOTO, A PROFESSIONAL LAW CORPORATION

STEBNER GERTLER GUADAGNI & KAWAMOTO PROFIT SHARING/401K PLAN

$2.1M · 11 participants

BORNSTEIN LAW PC

BORNSTEIN LAW 401(K) PLAN & TRUST

$2.1M · 19 participants

RUSSELL & HILL, PLLC

RETIREMENT INCOME SECURITY PLAN-RUSSELL & HILL, PLLC

$2.1M · 34 participants

HERREN LAW, PLLC

HERREN LAW, PLLC PROFIT SHARING PLAN

$2.1M · 4 participants

MACKOFF KELLOGG KIRBY & KLOSTER P C

MACKOFF KELLOGG PROFIT SHARING PLAN AND TRUST