· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PALUMBO, WOLFE & PALUMBO, P.C. — PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED), Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523085229NAL0005527296001
PALUMBO, WOLFE & PALUMBO, P.C.
Form 5500-SF
FILING_RECEIVED
PALUMBO, WOLFE & PALUMBO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT (AMENDED AND RESTATED)
401(k) retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PALUMBO, WOLFE & PALUMBO, P.C.
.
Find decision makers
Plan sponsor
Name
PALUMBO, WOLFE & PALUMBO, P.C.
EIN
20-4304537
Address
2800 N. CENTRAL AVE., SUITE 1400 · PHOENIX, AZ · 85004
Phone
(602) 265-5777
Industry
Law Offices
· Professional & Technical Services
see 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
2025-05-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ABES BAUMANN, P. C.
ABES-BAUMANN, P.C. 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 14 participants
BROTHERS & HENDERSON, P.S.
BROTHERS & HENDERSON, P.S. 401(K) PROFIT SHARING PLAN
$3.1M · 28 participants
NOBLITT & NEWSON, PLLC
THE NOBLITT GROUP PLLC 401(K) PLAN
$3.1M · 3 participants
WORKERS' COMPENSATION, LLC
WORKERS' COMPENSATION, LLC 401(K) PROFIT SHARING PLAN
$3.1M · 21 participants
GORHAM AND GORHAM INC
GORHAM AND GORHAM PC 401K AND PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.2M · 6 participants
YESLOW, KOEPPEL & ANDERSON, P.A.
YESLOW, KOEPPEL & ANDERSON, P.A., 401(K) PROFIT SHARING PLAN AND TRUST
$3.2M · 9 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
