Original filing (PDF)20251006153947NAL0002225955001

BUCKLEY BRION MCGUIRE & MORRIS LLP

Name: BUCKLEY BRION MCGUIRE & MORRIS LLP — BUCKLEY BRION MCGUIRE & MORRIS 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BUCKLEY BRION MCGUIRE & MORRIS LLP

Form 5500-SF

FILING_RECEIVED

BUCKLEY BRION MCGUIRE & MORRIS 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 BUCKLEY BRION MCGUIRE & MORRIS LLP.

Plan sponsor

Name

BUCKLEY BRION MCGUIRE & MORRIS LLP

EIN

23-1715060

Address

118 W MARKET ST STE 300 · WEST CHESTER, PA · 19382

Phone

(484) 887-7529

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

2025-10-06

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KELLER GROVER LLP

KELLER GROVER LLP DEFINED BENEFIT PLAN & TRUST

$3.6M · 7 participants

METZGER LAW GROUP

METZGER LAW GROUP 401(K) PLAN

$3.6M · 11 participants

NC BAR ASSOC 401(K) PLAN

NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

$3.6M · 31 participants

JOHNSTON LAW OFFICE, PC

JOHNSTON LAW OFFICE, PC 401K PROFIT SHARING PLAN

$3.6M · 5 participants

KOLITCH ROMANO DASCENZO GATES LLC

DASCENZO IP LAW EMPLOYEE RETIREMENT PLAN