Original filing (PDF)20260109231241NAL0019847218001

DAVID M. STURMAN, A PROFESSIONAL CORPORATION

Name: DAVID M. STURMAN, A PROFESSIONAL CORPORATION — DAVID M. STURMAN, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID M. STURMAN, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

DAVID M. STURMAN, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 DAVID M. STURMAN, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

DAVID M. STURMAN, A PROFESSIONAL CORPORATION

EIN

95-3837087

Address

16530 VENTURA BLVD., SUITE 306 · ENCINO, CA · 91436

Phone

(818) 907-0777

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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

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