Original filing (PDF)20250708065948NAL0010534866001

KAGAN LAW FIRM, P.L.

Name: KAGAN LAW FIRM, P.L. — KAGAN LAW FIRM, P.L. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KAGAN LAW FIRM, P.L.

Form 5500-SF

FILING_RECEIVED

KAGAN LAW FIRM, P.L. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 KAGAN LAW FIRM, P.L..

Plan sponsor

Name

KAGAN LAW FIRM, P.L.

EIN

27-3828726all filings

Address

8191 COLLEGE PARKWAY, SUITE 303 · FORT MYERS, FL · 33919

Phone

(239) 466-1161

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-07-08

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)

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

SULLIVAN GRIFFITH & BEATTY LLP

SULLIVAN GRIFFITH & BEATTY LLP 401(K) PROFIT SHARING PLAN & TRUST

LAW OFFICE OF JOHN G. MACLACHLAN

LAW OFFICE OF JOHN G. MACLACHLAN AND ASSOCIATES, LLC 401(K) PROFI

CONNIFF & KELEHER, LLC

CONNIFF & KELEHER, LLC CASH BALANCE PLAN

MAPCOMM LLC

MAPCOMM LLC PUERTO RICO 401(K) PLAN

TODD S. MILLER & ASSOCIATES LLC

TODD S. MILLER, ESQ., 401(K) PLAN

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