Original filing (PDF)20250929115744NAL0015146227001

COFFEY BURLINGTON, P.L.

Name: COFFEY BURLINGTON, P.L. — COFFEY BURLINGTON, P.L. CASH BALANCE PLAN, Form 5500 (2024)
Creator: COFFEY BURLINGTON, P.L.

Form 5500-SF

FILING_RECEIVED

COFFEY BURLINGTON, P.L. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

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 COFFEY BURLINGTON, P.L..

Plan sponsor

Name

COFFEY BURLINGTON, P.L.

EIN

20-8132056

Address

2601 S. BAYSHORE DRIVE, PENTHOUSE · MIAMI, FL · 33133

Phone

(305) 858-2900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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

BALLIN, BALLIN & FISHMAN, P.C.

BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

$9.0M · 13 participants

HOLWELL SHUSTER & GOLDBERG, LLP

HSG CASH BALANCE PLAN

$9.0M · 77 participants

SLEGGS, DANZINGER & GILL, CO., LPA

SLEGGS, DANZINGER & GILL, CO., LPA CASH BALANCE PENSION PLAN

$9.0M · 8 participants

SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION

SWERDLOW FLORENCE SANCHEZ SWERDLOW & WIMMER, A LAW CORPORATION 401(K) PLAN AND TRUST

$9.0M · 13 participants