Original filing (PDF)20250425124214NAL0013511792001

MCLAFFERTY & KROBERGER, P.C.

Name: MCLAFFERTY & KROBERGER, P.C. — MCLAFFERTY & KROBERGER, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MCLAFFERTY & KROBERGER, P.C.

Form 5500-SF

FILING_RECEIVED

MCLAFFERTY & KROBERGER, P.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

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 MCLAFFERTY & KROBERGER, P.C..

Plan sponsor

Name

MCLAFFERTY & KROBERGER, P.C.

EIN

23-1735417

Address

807 BETHLEHEM PIKE · ERDENHEIM, PA · 190388112

Phone

(215) 233-3960

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

BERNARD J. MCLAFFERTY, JR.

EIN

83-4142827

City

ERDENHEIM, PA

Phone

(215) 233-3960

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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