Original filing (PDF)20240823163848NAL0013574274001

ESPINOSA MARTINEZ, PL

Name: ESPINOSA MARTINEZ, PL — ESPINOSA MARTINEZ, PL 401K, Form 5500 (2023)
Creator: ESPINOSA MARTINEZ, PL

Form 5500-SF

FILING_RECEIVED

ESPINOSA MARTINEZ, PL 401K

401(k) retirement plan

Signals · 1

Late filing · 45.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESPINOSA MARTINEZ, PL.

Plan sponsor

Name

ESPINOSA MARTINEZ, PL

EIN

26-2739317

Address

1428 BRICKELL AVE STE 100 · MIAMI, FL · 331313409

Phone

(305) 854-0900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2024-08-23

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

LAUZON PALUCH, A PROFESSIONAL LAW CORPORATION

LAUZON PALUCH, APLC 401(K) PROFIT SHARING PLAN

$1.1M · 9 participants

SPZ LEGAL, P.C.

SPZ LEGAL, P.C. 401(K) PLAN

$1.1M · 8 participants

OSTERHOUT BERGER DALEY, LLC

OSTERHOUT BERGER DALEY, LLC 401(K) PLAN

$1.1M · 28 participants

SCOTT LAW FIRM

SCOTT LAW FIRM 401(K) PLAN AND TRUST

$1.1M · 19 participants

GELINAS LAW OFFICES, LLC

GELINAS LAW OFFICES, LLC 401(K) PROFIT SHARING PLAN

$1.1M · 3 participants