Original filing (PDF)20250606083451NAL0009034995001

HUCKABEE, WEILER & LEVENGOOD, P.C.

Name: HUCKABEE, WEILER & LEVENGOOD, P.C. — HUCKABEE, WEILER & LEVENGOOD, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HUCKABEE, WEILER & LEVENGOOD, P.C.

Form 5500-SF

FILING_RECEIVED

HUCKABEE, WEILER & LEVENGOOD, P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 HUCKABEE, WEILER & LEVENGOOD, P.C..

Plan sponsor

Name

HUCKABEE, WEILER & LEVENGOOD, P.C.

EIN

23-2847284

Address

213 EAST LANCASTER AVENUE · SUITE ONE · SHILLINGTON, PA · 19607

Phone

(610) 378-1933

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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

THE CHECKETT LAW FIRM, PLLC

THE CHECKETT LAW FIRM, PLLC 401(K) PS PLAN

$2.4M · 9 participants

SEROTTE LAW FIRM, LLC

SEROTTE LAW FIRM, LLC 401(K) PLAN

$2.4M · 19 participants

RAINBOTH, MURPHY & LOWN, P.A.

RAINBOTH, MURPHY & LOWN, P.A. 401(K) PROFIT SHARING PLAN

$2.4M · 8 participants

ADAM D. POLO, ESQ., P.C.

ADAM D. POLO, ESQ., P.C. DEFINED BENEFIT PLAN

$2.4M · 4 participants

NORMAN WOHLGEMUTH LLP

NORMAN WOHLGEMUTH LLP PROFIT SHARING PLAN