Original filing (PDF)20250625093359NAL0007685409001

BUGBEE & CONKLE

Name: BUGBEE & CONKLE — THE BUGBEE & CONKLE PROFIT SHARING AND SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: BUGBEE & CONKLE

Form 5500-SF

FILING_RECEIVED

THE BUGBEE & CONKLE PROFIT SHARING AND SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 BUGBEE & CONKLE.

Plan sponsor

Name

BUGBEE & CONKLE

EIN

34-4449377

Address

405 MADISON AVE · SUITE 1900 · TOLEDO, OH · 436041238

Phone

(419) 244-6788

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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