Original filing (PDF)20250430101507NAL0003582738001

THOMSON BROCK LUGER & COMPANY, PLC

Name: THOMSON BROCK LUGER & COMPANY, PLC — THOMSON BROCK LUGER & COMPANY, PLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: THOMSON BROCK LUGER & COMPANY, PLC

Form 5500-SF

FILING_RECEIVED

THOMSON BROCK LUGER & COMPANY, PLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 5.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 THOMSON BROCK LUGER & COMPANY, PLC.

Plan sponsor

Name

THOMSON BROCK LUGER & COMPANY, PLC

EIN

20-2259573

Address

3375-G CAPITAL CIRCLE NE · TALLAHASSEE, FL · 32308

Phone

(850) 385-7444

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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