Original filing (PDF)20250827152008NAL0019076034001

ANCHORS SMITH GRIMSLEY, PLC

Name: ANCHORS SMITH GRIMSLEY, PLC — ANCHOR SMITH GRIMSLEY 401(K) PLAN, Form 5500 (2024)
Creator: ANCHORS SMITH GRIMSLEY, PLC

Form 5500-SF

FILING_RECEIVED

ANCHOR SMITH GRIMSLEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ANCHORS SMITH GRIMSLEY, PLC.

Plan sponsor

Name

ANCHORS SMITH GRIMSLEY, PLC

EIN

20-3434999

Address

909 MAR WALT DRIVE, SUITE 1014 · FORT WALTON BEACH, FL · 32547

Phone

(850) 863-4064

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

2025-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FISCHER SCHONEMAN, LLP

FISCHER SCHONEMAN, LLP 401(K) PLAN

$1.8M · 5 participants

WINKHART LAW GROUP, LLC

WINKHART LAW GROUP, LLC 401(K) PROFIT SHARING PLAN

$1.8M · 7 participants

SHERI L. PERLMAN

SHERI L. PERLMAN RETIREMENT PLAN & TRUST

$1.8M · 4 participants

TOWBER LAW FIRM PLLC

TOWBER LAW FIRM, PLLC 401(K) PLAN

$1.8M · 1 participants

LAW OFFICES OF LAWRENCE D. ROHLFING, INC.

LAW OFFICES OF LAWRENCE D. ROHLFING 401(K) PROFIT SHARING PLAN