Original filing (PDF)20251012103938NAL0000070051001

BEGLEY CARLIN & MANDIO, LLP

Name: BEGLEY CARLIN & MANDIO, LLP — BEGLEY CARLIN & MANDIO RETIREMENT PLAN, Form 5500 (2024)
Creator: BEGLEY CARLIN & MANDIO, LLP

Form 5500-SF

FILING_RECEIVED

BEGLEY CARLIN & MANDIO RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

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 BEGLEY CARLIN & MANDIO, LLP.

Plan sponsor

Name

BEGLEY CARLIN & MANDIO, LLP

EIN

23-1374977

Address

680 MIDDLETOWN BLVD. · LANGHORNE, PA · 19047

Phone

(215) 750-0110

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

2025-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SOMACH SIMMONS & DUNN A PROFESSIONAL CORPORATION

SOMACH SIMMONS & DUNN A PROFESSIONAL CORPORATION PROFIT SHARING RETIREMENT PLAN

$19.2M · 31 participants

TARTER KRINSKY & DROGIN LLP

TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST II

$19.2M · 51 participants

GRAY, RUST, ST. AMAND, MOFFETT & BRIESKE, LLP

GRAY, RUST, ST. AMAND, MOFFETT & BRIESKE, LLP 401(K) PLAN

$19.2M · 59 participants

DIFRANCESCO, BATEMAN, KUNZMAN, DAVIS, LEHRER & FLAUM, P.C.

DIFRANCESCO, BATEMAN, KUNZMAN, DAVIS, LEHRER & FLAUM, P.C. PROFIT SHARING PLAN

$19.2M · 51 participants