Original filing (PDF)20250828095115NAL0005464723001

CHEPENIK & TRUSHIN LLP

Name: CHEPENIK & TRUSHIN LLP — CHEPENIK & TRUSHIN LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHEPENIK & TRUSHIN LLP

Form 5500-SF

FILING_RECEIVED

CHEPENIK & TRUSHIN LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 CHEPENIK & TRUSHIN LLP.

Plan sponsor

Name

CHEPENIK & TRUSHIN LLP

EIN

27-3630282

Address

12550 BISCAYNE BLVD. · SUITE 805 · MIAMI, FL · 33181

Phone

(305) 981-8889

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

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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