Original filing (PDF)20250603115222NAL0007575299001

JAMES W MALLONEE P A

Name: JAMES W MALLONEE P A — JAMES W MALLONEE P A 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JAMES W MALLONEE P A

Form 5500-SF

FILING_RECEIVED

JAMES W MALLONEE P A 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

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 JAMES W MALLONEE P A.

Plan sponsor

Name

JAMES W MALLONEE P A

EIN

01-0830240

Address

946 TAMAIMI TRAIL UNIT 206 · PORT CHARLOTTE, FL · 33953

Phone

(941) 206-2223

Industry

All Other Professional Services· 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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

IMAGIK CORPORATION

IMAGIK 401(K) PLAN

$333K · 12 participants

AROS LLC

AROS 401(K) PLAN

$333K · 14 participants

LASER LENS TEK INC

LASER LENS TEK INC 401(K) PROFIT SHARING PLAN & TRUST

$333K

BLUE VISTA LLC DBA THE DIGITAL FRONTIER

BLUE VISTA 401(K) PLAN

$333K · 19 participants

SPLITOAK STRATEGIES LLC

SPLITOAK STRATEGIES 401(K) PLAN

$333K · 2 participants