Original filing (PDF)20251013152435NAL0000760755001

M. ADAM BANKIER, P.A.

Name: M. ADAM BANKIER, P.A. — M. ADAM BANKIER, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: M. ADAM BANKIER, P.A.

Form 5500-SF

FILING_RECEIVED

M. ADAM BANKIER, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 M. ADAM BANKIER, P.A..

Plan sponsor

Name

M. ADAM BANKIER, P.A.

EIN

20-2375908

Address

101 SE 6TH AVE SUITE C · DELRAY BEACH, FL · 33483

Phone

(561) 278-3110

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

2025-10-13

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

2R · Participant-directed brokerage (SDBA)

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

LINDA OSBERG-BRAUN,P.A.

LINDA OSBERG-BRAUN,P.A. CASH BALANCE PENSION PLAN

$1.9M · 7 participants

THE WAFFENSCHMIDT LAW FIRM, LLC

THE WAFFENSCHMIDT LAW FIRM 401K PLAN

$1.9M · 1 participants

BRIAN KATZ

BRIAN KATZ 401K PLAN

$1.9M · 5 participants

ORBOCK, RUARK & DILLARD, PLLC

ORBOCK, RUARK, & DILLARD, PLLC 401(K) PROFIT SHARING PLAN

$1.9M · 9 participants

THE MATTHEWS FIRM, PLLC

THE MATTHEWS FIRM 401(K) PLAN

$1.9M · 12 participants