Original filing (PDF)20250730132519NAL0006741056001

PHILIP AVERBUCK, P.A.

Name: PHILIP AVERBUCK, P.A. — PHILIP AVERBUCK, P. A. 401(K) PLAN, Form 5500 (2024)
Creator: PHILIP AVERBUCK, P.A.

Form 5500-SF

FILING_RECEIVED

PHILIP AVERBUCK, P. A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP AVERBUCK, P.A..

Plan sponsor

Name

PHILIP AVERBUCK, P.A.

EIN

20-5336817all filings

Address

113 EAST MAIN ST. · BARTOW, FL · 33830

Phone

(863) 533-9000

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

2025-07-30

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

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HOEY & FARINA PC

HOEY & FARINA PC 401(K) PROFIT SHARING PLAN

$60K · 1 participants

SHAWN STEEL LAW FIRM

$60K · 8 participants

STACIE J. WOLLMAN ESQ. PC

STACIE J. WOLLMAN ESQ. PC 401(K) PROFIT SHARING PLAN

$60K · 3 participants

CIOBANU LAW, P.C.

CIOBANU LAW, P.C. 401(K) PLAN

$60K · 4 participants

COMMUNITY JUSTICE INC

COMMUNITY JUSTICE INC 403B

$60K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.