Original filing (PDF)20250219144424NAL0007171408001

STEPHEN A. FORWARD

Name: STEPHEN A. FORWARD — STEPHEN A. FORWARD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEPHEN A. FORWARD

Form 5500-SF

FILING_RECEIVED

STEPHEN A. FORWARD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 STEPHEN A. FORWARD.

Plan sponsor

Name

STEPHEN A. FORWARD

EIN

16-1341201

Address

P.O. BOX 184 · LAFAYETTE, NY · 130840184

Phone

(315) 677-9777

Industry

Law Offices· 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

2025-02-19

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE GRUBB LAW GROUP PLLC

THE GRUBB LAW GROUP PLLC PROFIT SHARING & 401(K) PLAN

$1.8M · 3 participants

DORSEY & SEMRAU

DORSEY & SEMRAU 401(K) P/S PLAN

$1.8M · 14 participants

BOYLE & ANDERSON, P.C.

BOYLE AND ANDERSON, P.C. 401(K) PROFIT SHARING PLA N & TRUST

$1.8M · 13 participants

STEIN RAY LLP

STEIN RAY LLP ASSOCIATE ATTORNEY 401(K)PLAN

$1.8M · 7 participants

WOOMER & TALARICO, LLC

WOOMER & TALARICO, LLC 401(K) RETIREMENT PLAN