Original filing (PDF)20250612130754NAL0016630401001

KENNETH R. WARNER, ATTORNEY AT LAW

Name: KENNETH R. WARNER, ATTORNEY AT LAW — KENNETH R. WARNER, A SOLE PROPRIETOR PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KENNETH R. WARNER, ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

KENNETH R. WARNER, A SOLE PROPRIETOR PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 KENNETH R. WARNER, ATTORNEY AT LAW.

Plan sponsor

Name

KENNETH R. WARNER, ATTORNEY AT LAW

EIN

95-4096910

Address

910 HAMPSHIRE ROAD, SUITE D · WESTLAKE VILLAGE, CA · 913616089

Phone

(805) 371-0567

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

2025-06-12

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Related plans

Similar-size Law Offices plans

THEOS LAW FIRM, LLC

THEOS LAW FIRM 401(K) PLAN

$1.7M · 12 participants

MOYE, O'BRIEN & MASTERSON, LLP

MOYE, O'BRIEN & MASTERSON CASH BALANCE PLAN

$1.7M · 15 participants

THE CIFARELLI LAW FIRM

THE CIFARELLI LAW FIRM 401K PROFIT SHARING PLAN

$1.7M · 7 participants

GARTENBERG GELFAND DOLUKHANYAN LLP

GARTENBERG GELFAND DOLUKHANYAN LLP PROFIT SHARING PLAN

$1.7M · 3 participants

MUSI, MERKINS, DAUBENBERGER & CLARK, LLP

MUSI, MERKINS, DAUBENBERGER & CLARK, LLP PS PLAN