Original filing (PDF)20250813112239NAL0009029825001

SHAPIRO VILLALOBOS & ASSOCIATES

Name: SHAPIRO VILLALOBOS & ASSOCIATES — SHAPIRO, VILLALOBOS & ASSOCIATES PROFIT SHARING & HEALTH/DISABILITY 401K PLAN, Form 5500 (2024)
Creator: SHAPIRO VILLALOBOS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SHAPIRO, VILLALOBOS & ASSOCIATES PROFIT SHARING & HEALTH/DISABILITY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 SHAPIRO VILLALOBOS & ASSOCIATES.

Plan sponsor

Name

SHAPIRO VILLALOBOS & ASSOCIATES

EIN

95-3996047

Address

3500 WEST OLIVE AVENUE, · SUITE 1190 · BURBANK, CA · 915054634

Phone

(818) 973-4500

Industry

CPA 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

2025-08-13

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

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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