Original filing (PDF)20250620084219NAL0003748593001

JAMES D WARD ESQ

Name: JAMES D WARD ESQ — JAMES D WARD ESQ 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JAMES D WARD ESQ

Form 5500-SF

FILING_RECEIVED

JAMES D WARD ESQ 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES D WARD ESQ.

Plan sponsor

Name

JAMES D WARD ESQ

EIN

20-2082891all filings

Address

31 LEWIS ST STE 404 · BINGHAMTON, NY · 139013018

Phone

(607) 722-0999

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

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RUTHANN P. LACEY, P.C.

RUTHANN P. LACEY, P.C. 401(K) PLAN

$18K · 1 participants

MOISES/GROSS, PLLC

MOISES/GROSS, PLLC 401(K) PROFIT SHARING PLAN

$18K · 14 participants

C. SUZETTE ELLIS-HOYLE, PC

C. SUZETTE ELLIS-HOYLE, PC 401(K) PLAN

$18K · 1 participants

DE LUNA LAW OFFICES PC

DE LUNA LAW OFFICES PC- 401(K)

$18K · 3 participants

LOGHMANA LAW FIRM, PLC

LOGHMANA LAW FIRM, PLC PROFIT SHARING PLAN

$18K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.