Original filing (PDF)20250710134029NAL0005567473001

EGAN & GOLDEN, LLP

Name: EGAN & GOLDEN, LLP — EGAN & GOLDEN, LLP 401(K) PLAN, Form 5500 (2024)
Creator: EGAN & GOLDEN, LLP

Form 5500-SF

FILING_RECEIVED

EGAN & GOLDEN, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 EGAN & GOLDEN, LLP.

Plan sponsor

Name

EGAN & GOLDEN, LLP

EIN

20-4422756

Address

96 SOUTH OCEAN AVENUE · PATCHOGUE, NY · 11772

Phone

(631) 447-8100

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

Related plans

Similar-size Law Offices plans

THE REARDON LAW FIRM, P.C.

THE REARDON LAW FIRM, P.C. 401(K) PLAN

$1.3M · 9 participants

PETER D. GREENSPUN & ASSOCIATES, P.C. DBA GREENSPUN SHAPIRO PC

GREENSPUN SHAPIRO 401(K) PLAN

$1.3M · 4 participants

JULIE KESSLER LLP

JULIE KESSLER LLP PROFIT SHARING PLAN

$1.3M · 7 participants

PITMAN HUFF RAEDEL MAGARO, LIFETIME LEGAL, PLLC

LIFETIME LEGAL, PLLC 401(K) PLAN

$1.3M · 13 participants

GRIFFIN WILLIAMS, LLP

GRIFFIN WILLIAMS, LLP 401(K) PLAN