Original filing (PDF)20250625094450NAL0011327952001

FLAMM WALTON HEIMBACH & LAMM PC

Name: FLAMM WALTON HEIMBACH & LAMM PC — FLAMM WALTON HEIMBACH & LAMM PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FLAMM WALTON HEIMBACH & LAMM PC

Form 5500-SF

FILING_RECEIVED

FLAMM WALTON HEIMBACH & LAMM PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 FLAMM WALTON HEIMBACH & LAMM PC.

Plan sponsor

Name

FLAMM WALTON HEIMBACH & LAMM PC

EIN

23-2864510

Address

794 PENLLYN BLUE BELL PIKE · BLUE BELL, PA · 194221669

Phone

(267) 419-1510

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

2025-06-25

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROBERT CLOFINE, ESQUIRE

ROBERT CLOFINE, ESQUIRE RETIREMENT PLAN

$2.3M · 7 participants

S&A HORN LIMITED

S&A HORN LIMITED 401(K) PROFIT SHARING PLAN

$2.3M · 6 participants

DEMAKIS LAW OFFICES PC

DEMAKIS LAW OFFICES PC 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 8 participants

LAW OFFICE OF JACK O'DONNELL

LAW OFFICE OF JACK O'DONNELL 401K PLAN

$2.3M · 4 participants

JEFFREY M. BRAXTON, P.A.

JEFFREY M. BRAXTON, P. A. PROFIT SHARING 401(K)