Original filing (PDF)20250819133723NAL0003952032001

SUGARMAN LAW, LLC

Name: SUGARMAN LAW, LLC — SUGARMAN LAW CASH BALANCE PLAN, Form 5500 (2024)
Creator: SUGARMAN LAW, LLC

Form 5500-SF

FILING_RECEIVED

SUGARMAN LAW CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$797K

Net assets (EOY)

$797K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUGARMAN LAW, LLC.

Plan sponsor

Name

SUGARMAN LAW, LLC

EIN

27-2438982all filings

Address

80 EAST MAIN ST. · SOMERVILLE, NJ · 08876

Phone

(732) 877-1975

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

2025-08-19

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE ZAWAHRY FIRM, P.A.

THE ZAWAHRY FIRM, P.A. 401K PLAN

$797K · 3 participants

JONATHAN M. HERMAN, LLC

HERMAN LAW FIRM 401(K) PLAN

$797K · 9 participants

BOBADILLA LAW, PC

BOBADILLA LAW 401(K) PLAN

$797K · 4 participants

LAW OFFICES OF MICKEY FINE

LAW OFFICES OF MICKEY FINE PROFIT SHARING PLAN

$797K · 8 participants

FLEMING & FLEMING, P.C.

FLEMING & FLEMING, P.C. PROFIT SHARING PLAN

$797K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.