Original filing (PDF)20240903184735NAL0018832657001

GENDLER & KELLY, A PROFESSIONAL CORP

Name: GENDLER & KELLY, A PROFESSIONAL CORP — GENDLER & KELLY, A PROFESSIONAL CORPORATION 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GENDLER & KELLY, A PROFESSIONAL CORP

Form 5500-SF

FILING_RECEIVED

GENDLER & KELLY, A PROFESSIONAL CORPORATION 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 GENDLER & KELLY, A PROFESSIONAL CORP.

Plan sponsor

Name

GENDLER & KELLY, A PROFESSIONAL CORP

EIN

95-4560920

Address

1100 GLENDON AVENUE, SUITE 920 · LOS ANGELES, CA · 90024

Phone

(310) 285-6400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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