· 2022–2024 · DOL EFAST2

LEECE & PHILLIPS LAW OFFICE S — LEECE & PHILLIPS LAW OFFICE S 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20251014172744NAL0001704083001

LEECE & PHILLIPS LAW OFFICE S

Form 5500-SF

FILING_RECEIVED

LEECE & PHILLIPS LAW OFFICE S 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

8

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

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

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEECE & PHILLIPS LAW OFFICE S.

Plan sponsor

Name

LEECE & PHILLIPS LAW OFFICE S

EIN

39-1778600all filings

Address

PO BOX 710 · ELKHORN, WI · 531210710

Phone

(262) 723-7040

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

2025-10-14

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

GELINAS & WARD, LLP

GELINAS & WARD RETIREMENT PLAN

$593K · 21 participants

TYROLER LEONARD INJURY LAW PLLC

TYROLER LEONARD INJURY LAW PLLC 401(K) PLAN

$593K · 12 participants

LAW OFFICES OF BARRY J GAMMONS

LAW OFFICES OF BARRY J GAMMONS 401(K) PLAN

$593K · 13 participants

DURANTE, BOCK & TOTA PLLC

DURANTE, BOCK & TOTA PLLC 401(K) PLAN

$593K · 8 participants

ROCCO & ROCCO, LLC

ROCCO & ROCCO, LLC RETIREMENT PLAN

$593K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.