KARL I. SWAIDAN, A PROFESSIONAL CORPORATION — KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score
92
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KARL I. SWAIDAN, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
KARL I. SWAIDAN, A PROFESSIONAL CORPORATION
EIN
95-4822449
Address
301 E. COLORADO BLVD., SUITE #900 · PASADENA, CA · 911011977
Phone
(626) 796-9123
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
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
