Original filing (PDF)20240702073709NAL0009723554001

WALSH & ASSOCIATES, APC

Name: WALSH & ASSOCIATES, APC — WALSH & ASSOCIATES, APC 401(K) PROFIT SHARING PLAN #2, Form 5500 (2023)
Creator: WALSH & ASSOCIATES, APC

Form 5500-SF

FILING_RECEIVED

WALSH & ASSOCIATES, APC 401(K) PROFIT SHARING PLAN #2

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 WALSH & ASSOCIATES, APC.

Plan sponsor

Name

WALSH & ASSOCIATES, APC

EIN

95-4891097

Address

16633 VENTURA BLVD SUITE 800 · ENCINO, CA · 91436

Phone

(818) 986-1776

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

2024-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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