Original filing (PDF)20251003093010NAL0003097410001

LAW OFFICE OF JOSEPH F. SUMMONTE, JR., P.A.

Name: LAW OFFICE OF JOSEPH F. SUMMONTE, JR., P.A. — LAW OFFICE OF JOSEPH F SUMMONTE, JR401K PSP, Form 5500 (2024)
Creator: LAW OFFICE OF JOSEPH F. SUMMONTE, JR., P.A.

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF JOSEPH F SUMMONTE, JR401K PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF JOSEPH F. SUMMONTE, JR., P.A..

Plan sponsor

Name

LAW OFFICE OF JOSEPH F. SUMMONTE, JR., P.A.

EIN

26-3840936

Address

735 E VENICE AVE · SUITE 203 · VENICE, FL · 34285

Phone

(941) 412-3403

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator