Original filing (PDF)20250908164309NAL0019638753001

THE TAUB LAW FIRM, P.C.

Name: THE TAUB LAW FIRM, P.C. — THE TAUB LAW FIRM, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: THE TAUB LAW FIRM, P.C.

Form 5500-SF

FILING_RECEIVED

THE TAUB LAW FIRM, P.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 THE TAUB LAW FIRM, P.C..

Plan sponsor

Name

THE TAUB LAW FIRM, P.C.

EIN

27-1962787

Address

8674 FALCON GREEN DRIVE · WEST PALM BEACH, FL · 33412

Phone

(516) 551-7271

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

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

SETTLE MEYER LAW, A LIMITED LIABILITY LAW COMPANY

SETTLE MEYER LAW, A LIMITED LIABILITY LAW COMPANY 401(K) PLAN

$1.3M · 9 participants

WEINSTEIN TIPPETTS & LITTLE

WEINSTEIN TIPPETTS, & LITTLE 401(K) PLAN

$1.3M · 10 participants

KERRY COLLINS & ASSOCIATES, P.C.

KERRY COLLINS & ASSOCIATES, P.C. PROFIT SHARING PLAN

$1.3M · 4 participants

NOONAN & LIEBERMAN LTD

NOONAN & LIEBERMAN LTD 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 15 participants

TARBET & LESTER, PLLC