Original filing (PDF)20250321084955NAL0015974114001

JOSEPH M. LATONA, ESQ.

Name: JOSEPH M. LATONA, ESQ. — JOSEPH M. LATONA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSEPH M. LATONA, ESQ.

Form 5500-SF

FILING_RECEIVED

JOSEPH M. LATONA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH M. LATONA, ESQ..

Plan sponsor

Name

JOSEPH M. LATONA, ESQ.

EIN

16-1598969

Address

403 MAIN STREET · SUITE 716 · BUFFALO, NY · 142032104

Phone

(716) 842-0416

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

2025-03-21

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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