· 2022–2024 · DOL EFAST2

THE LAW OFFICE OF KATHERINE SC — THE LAW OFFICE OF KATHERINE SC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250604120431NAL0031259314001

THE LAW OFFICE OF KATHERINE SC

Form 5500-SF

FILING_RECEIVED

THE LAW OFFICE OF KATHERINE SC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICE OF KATHERINE SC.

Plan sponsor

Name

THE LAW OFFICE OF KATHERINE SC

EIN

26-1319501

Address

810 MARGARET ST · JACKSONVILLE, FL · 322043224

Phone

(904) 366-2703

Industry

Other Services (ex. Public Admin)see 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

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BAY STATE SHEDS LLC

BAY STATE SHEDS LLC 401(K) PROFIT SHARING PLAN & TRUST

$186K · 29 participants

ADVANCED WELDING SOLUTIONS

ADVANCED WELDING SOLUTIONS, LLC 401(K) PLAN

$186K · 14 participants

BAM MOTORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$186K · 4 participants

FLORIDA SOCIAL HEALTH SOLUTIONS

FLORIDA SOCIAL HEALTH SOLUTIONS LLC 401(K) PLAN

$186K · 4 participants

GLOBAL WAVE DIGITAL

GLOBAL WAVE DIGITAL 401(K) PROFIT SHARING PLAN & TRUST