Original filing (PDF)20250804150654NAL0000786627001

J. CLANCEY BOUNDS, P.L.

Name: J. CLANCEY BOUNDS, P.L. — BOUNDS LAW GROUP CASH BALANCE PLAN, Form 5500 (2024)
Creator: J. CLANCEY BOUNDS, P.L.

Form 5500-SF

FILING_RECEIVED

BOUNDS LAW GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 J. CLANCEY BOUNDS, P.L..

Plan sponsor

Name

J. CLANCEY BOUNDS, P.L.

EIN

27-4025985

Address

1780 NORTH PARK AVENUE · MAITLAND, FL · 32751

Phone

(407) 644-5151

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

2025-08-04

Pension benefit codes

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

BROWN & MICHAELS, PC

BROWN & MICHAELS, PC 401(K) PLAN

$1.1M · 5 participants

CALDWELL LLP

CALDWELL LLP CASH BALANCE PLAN

$1.1M · 1 participants

HOPE LAW FIRM & ASSOCIATES, P.C.

HOPE LAW FIRM & ASSOCIATES P.C. 401(K) PLAN

$1.1M · 27 participants

THE BISOL FIRM, APC

THE BISOL FIRM, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$1.1M · 1 participants

HONEA LAW FIRM, PLLC

HONEA LAW FIRM 401(K) PLAN

$1.1M · 7 participants