Original filing (PDF)20250723090455NAL0009729938001

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C.

Name: MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. — MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: MCGIVNEY KLUGER CLARK & INTOCCIA, P.C.

Form 5500-SF

FILING_RECEIVED

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGIVNEY KLUGER CLARK & INTOCCIA, P.C..

Plan sponsor

Name

MCGIVNEY KLUGER CLARK & INTOCCIA, P.C.

EIN

22-3341493

Address

290 W. MT. PLEASANT AVENUE · SUITE 2210 · LIVINGSTON, NJ · 07039

Phone

(973) 822-1110

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HEROLD & SAGER, ATTORNEYS AT LAW, A PROFESSIONAL LAW CORPORATION

HEROLD & SAGER, 401(K) PROFIT SHARING PLAN

$10.3M · 32 participants

SPENGLER NATHANSON PLL

SPENGLER NATHANSON PROFIT SHARING PLAN AND TRUST

$10.3M · 33 participants

LATANZI, SPAULDING & LANDRETH, LLP

LATANZI, SPAULDING & LANDRETH, LLP 401(K) PROFIT SHARING PLAN

$10.3M · 29 participants

PENA & KAHN PLLC

STEVEN KAHN PROFIT SHARING PLAN

$10.2M · 105 participants

KOHNEN & PATTON, LLP

KOHNEN & PATTON, LLP PROFIT SHARING PLAN