Retirement plan

LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN

Name: LIMANDRI & JONNA, LLP - LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LIMANDRI & JONNA, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN, LIMANDRI & JONNA, LLP

LIMANDRI & JONNA, LLPEIN 81-2987269Plan #002PY 2025

PO BOX 9120, 16236 SAN DIEGUITO RD, STE 3-15 - RANCHO SANTA FE, CA 92067858-759-9930limandri.comLinkedIn1-10 employeeslegal services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+16.6% from 2024

Total participants

0.0% from 2024

Average account balance

$253,486

+3.6% from 2024

Annual return

8.51%

-4.43 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$253K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$253,486

$196,972+28.7%

$182,262+39.1%

$198,609+27.6%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

8.51%

158.27%-149.8pp

140.60%-132.1pp

202.70%-194.2pp

Employer contribution / active EE

$10,001

$5,364+86.5%

$5,046+98.2%

$5,055+97.8%

Participant deferral / active EE

$7,566

$8,643-12.5%

$8,276-8.6%

$6,977+8.4%

Admin fee / account holder

$18,429-100.0%

$16,712-100.0%

$19,030-100.0%

LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LAW OFFICES OF CHARLES S. LIMANDRI 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion