Original filing (PDF)20251008080909NAL0009365920001

PHEFFER LAW CORPORATION

Name: PHEFFER LAW CORPORATION — PHEFFER LAW CASH BALANCE PLAN, Form 5500 (2024)
Creator: PHEFFER LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

PHEFFER LAW CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHEFFER LAW CORPORATION.

Plan sponsor

Name

PHEFFER LAW CORPORATION

EIN

95-4883144all filings

Address

12121 WILSHIRE BLVD #1103 · LOS ANGELES, CA · 90025

Phone

(310) 989-5155

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

2025-10-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

BURTCH LAW PLLC

BURTCH LAW PLLC 401(K) PROFIT SHARING PLAN & TRUST

$685K · 4 participants

WILKS, ALPER, HARWOOD & MCINTYRE P.

WILKS, ALPER, HARWOOD & MCINTYRE P. C. CASH BALANCE PLAN

$685K · 3 participants

MOORE LAW, LLC

MOORE LAW, LLC 401(K) PROFIT SHARING PLAN

$685K · 9 participants

MICHELE R. MESSINA, PC

MICHELE R. MESSINA, PC 401(K) PLAN

$685K · 3 participants

MILLER LAW OFFICES, PLLC

MILLER LAW OFFICES RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.