Original filing (PDF)20250416072229NAL0002161763001

MARGOLIS LAW FIRM, P.A.

Name: MARGOLIS LAW FIRM, P.A. — MARGOLIS LAW FIRM, P.A. 401(K) PLAN, Form 5500 (2023)
Creator: MARGOLIS LAW FIRM, P.A.

Form 5500-SF

FILING_RECEIVED

MARGOLIS LAW FIRM, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 MARGOLIS LAW FIRM, P.A..

Plan sponsor

Name

MARGOLIS LAW FIRM, P.A.

EIN

20-5000470

Address

4901 EXCELSIOR BOULEVARD · ST. LOUIS PARK, MN · 55416

Phone

(952) 230-2700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-04-16

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

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