Original filing (PDF)20250417081732NAL0001725474001

JOSHUA M. BLOOM, P.C.

Name: JOSHUA M. BLOOM, P.C. — JOSHUA M. BLOOM, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSHUA M. BLOOM, P.C.

Form 5500-SF

FILING_RECEIVED

JOSHUA M. BLOOM, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 JOSHUA M. BLOOM, P.C..

Plan sponsor

Name

JOSHUA M. BLOOM, P.C.

EIN

20-5444011

Address

2201 LIBERTY AVENUE · SUITE 204 · PITTSBURGH, PA · 15222

Phone

(412) 288-6000

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

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

TODD & LEVI, LLP

TODD & LEVI, LLP RETIREMENT PLAN

$1.4M · 5 participants

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY SALARY DEFERRAL PLAN

$1.4M · 1 participants

BUFFALOE & VALLEJO, PLC

BUFFALOE & VALLEJO RETIREMENT PLAN

$1.4M · 16 participants

FERNANDO J. PORTUONDO, P.A.

FERNANDO J. PORTUONDO, P.A. 401(K) PLAN

$1.4M · 2 participants

THE SNYDER LAW GROUP, LLC

THE SNYDER LAW GROUP, LLC 401(K) PLAN