Original filing (PDF)20241127105151NAL0011371904001

HEATH & MARTIN ATTORNEYS AT LAW

Name: HEATH & MARTIN ATTORNEYS AT LAW — HEATH & MARTIN ATTORNEYS AT LAW RETIREMENT PLAN, Form 5500 (2023)
Creator: HEATH & MARTIN ATTORNEYS AT LAW

Form 5500-SF

FILING_RECEIVED

HEATH & MARTIN ATTORNEYS AT LAW RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 36.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEATH & MARTIN ATTORNEYS AT LAW.

Plan sponsor

Name

HEATH & MARTIN ATTORNEYS AT LAW

EIN

16-1285744

Address

P.O. BOX 200 · 66 PUBLIC SQUARE · HOLLEY, NY · 14470

Phone

(585) 638-6331

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-11-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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