Original filing (PDF)20250715145236NAL0001402675001

PATRICK T. CANAN, P.A.

Name: PATRICK T. CANAN, P.A. — CANAN LAW 401(K) PLAN, Form 5500 (2024)
Creator: PATRICK T. CANAN, P.A.

Form 5500-SF

FILING_RECEIVED

CANAN LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK T. CANAN, P.A..

Plan sponsor

Name

PATRICK T. CANAN, P.A.

EIN

33-1040275all filings

Address

1030 N. PONCE DE LEON BLVD · ST. AUGUSTINE, FL · 32084

Phone

(904) 824-9402

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

JOHN A. TINNEY, ATTORNEY AT LAW

JOHN A. TINNEY PROFIT SHARING PLAN

$449K · 5 participants

JEFFREY G. POLLITT, PC

JEFFREY G. POLLITT, PC 401(K) PROFIT SHARING PLAN

$449K · 4 participants

GODDARD & GAMBLE

GODDARD & GAMBLE 401(K) RETIREMENT PLAN

$449K · 2 participants

GERSTEIN & GERSTEIN ATTORNEYS P

GERSTEIN & GERSTEIN ATTORNEYS P.A. 401K

$449K · 9 participants

WAKEFIELD LAW PC

WAKEFIELD LAW PC 401(K) PROFIT SHARING PLAN & TRUST

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