Original filing (PDF)20251010090645NAL0004448243001

JEFFREY R. LESSIN & ASSOCIATES, P.C.

Name: JEFFREY R. LESSIN & ASSOCIATES, P.C. — JEFFREY R. LESSIN & ASSOCIATES, P.C. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JEFFREY R. LESSIN & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

JEFFREY R. LESSIN & ASSOCIATES, P.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY R. LESSIN & ASSOCIATES, P.C..

Plan sponsor

Name

JEFFREY R. LESSIN & ASSOCIATES, P.C.

EIN

20-0386125

Address

1515 MARKET STREET, SUITE 1650 · PHILADELPHIA, PA · 19102

Phone

(215) 599-1400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

JOSEPH M. LATONA, ESQ.

JOSEPH M. LATONA 401(K) PROFIT SHARING PLAN

$2.0M · 2 participants

STATON LAW, LLC DBA MINTZ LAW FIRM, LLC

STATON LAW, LLC DBA MINTZ LAW FIRM, LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 24 participants

FRAZER & FELDMAN, LLP

FRAZER & FELDMAN, LLP 401(K) PLAN

$2.0M · 12 participants

BRIGIT BARNES & ASSOCIATES INC

BRIGIT S BARNES & ASSOCIATES INC 401(K) PROFIT SHARING PLAN

$2.0M · 2 participants

BOGARD & JOHNSON, LLC

BOGARD & JOHNSON, LLC 401(K) PLAN