Original filing (PDF)20251014114954NAL0003838640001

LEWIS J. MERTZ, JR., P.A.

Name: LEWIS J. MERTZ, JR., P.A. — MERTZ LAW GROUP DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: LEWIS J. MERTZ, JR., P.A.

Form 5500-SF

FILING_RECEIVED

MERTZ LAW GROUP DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LEWIS J. MERTZ, JR., P.A.

EIN

22-3920078all filings

Address

4970 SW 72ND AVE, SUITE 109 · MIAMI, FL · 33155

Phone

(305) 821-4581

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

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

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

STEVEN D LASTOVICH, LTD.

LASTOVICH LAW OFFICE RETIREMENT PLAN

BROWN & ASSOCIATES

BROWN & ASSOCIATES PROFIT SHARING PLAN

NEPPLE LAW PLC

NEPPLE LAW PLC PROFIT SHARING RETIREMENT PLAN

LAW OFFICES OF WILLIAM J. MELLEY III

LAW OFFICES OF WILLIAM J. MELLEY III 401(K) PROFIT SHARING PLAN

ROBERT A CROWE PC

ROBERT A CROWE PC MCF BENEFIT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.