Original filing (PDF)20250514083837NAL0012687411001

MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA

Name: MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA — PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA, Form 5500 (2024)
Creator: MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA.

Plan sponsor

Name

MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA

EIN

34-1365872

Address

55 PUBLIC SQUARE · SUITE 1770 · CLEVELAND, OH · 441131901

Phone

(216) 621-2034

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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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