Original filing (PDF)20250920143933NAL0005053618001

GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION

Name: GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION — GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

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 GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

GARY STEVEN FINDLEY, A PROFESSIONAL CORPORATION

EIN

95-3653920

Address

3808 EAST LA PALMA AVENUE · ANAHEIM, CA · 92807

Phone

(714) 630-7136

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-20

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)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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