Original filing (PDF)20251010125204NAL0008183697001

ESNER, CHANG & BOYER

Name: ESNER, CHANG & BOYER — ESNER, CHANG & BOYER CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ESNER, CHANG & BOYER

Form 5500-SF

FILING_RECEIVED

ESNER, CHANG & BOYER CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 ESNER, CHANG & BOYER.

Plan sponsor

Name

ESNER, CHANG & BOYER

EIN

95-4503316

Address

600 S LAKE AVE, SUITE 408 · PASADENA, CA · 91106

Phone

(626) 535-9860

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

J. CLANCEY BOUNDS, P.L.

BOUNDS LAW GROUP 401(K) PLAN

$3.4M · 16 participants

BRIX LAW LLP

BRIX LAW LLP 401(K) PLAN

$3.4M · 10 participants

BRENDEL & ZINN, LTD.

BRENDEL & ZINN, LTD. 401(K) PLAN

$3.4M · 4 participants

CADDEN & FULLER, LLP

CADDEN & FULLER, LLP 401(K) PLAN

$3.4M · 9 participants

SCAFFIDI & ASSOCIATES

ROY F. SCAFFIDI PROFIT SHARING PLAN AND TRUST

$3.4M · 5 participants