Original filing (PDF)20250429090236NAL0000508992001

HORWITZ & ZIM LAW GROUP

Name: HORWITZ & ZIM LAW GROUP — HORWITZ & ZIM LAW GROUP 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HORWITZ & ZIM LAW GROUP

Form 5500-SF

FILING_RECEIVED

HORWITZ & ZIM LAW GROUP 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HORWITZ & ZIM LAW GROUP

EIN

13-4050129

Address

260 MADISON AVE. 16TH FLOOR · NEW YORK, NY · 10016

Phone

(212) 644-2138

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JONES FIRM PS

JONES FIRM, PS DEFINED BENEFIT PENSION PLAN

$1.2M · 2 participants

THE LAW OFFICE OF ROBERT G. BERNHOFT, S.C.

LAW OFFICE OF ROBERT G. BERNHOFT PROFIT SHARING PLAN

$1.2M · 12 participants

MOSELEY C. COLLINS, III APLC

MOSELEY C. COLLINS, III APLC CASH BALANCE PENSION PLAN

$1.2M · 16 participants

HERMANN LAW GROUP, PLLC

HERMANN LAW GROUP 401(K) PLAN

$1.2M · 8 participants

MARTINEZ LAW GROUP P.C.

MARTINEZ LAW GROUP, P.C. 401(K) PLAN