Original filing (PDF)20250731102544NAL0005890449001

ROBERT E SOMOGYI CO LPA

Name: ROBERT E SOMOGYI CO LPA — ROBERT E SOMOGYI CO LPA 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT E SOMOGYI CO LPA

Form 5500-SF

FILING_RECEIVED

ROBERT E SOMOGYI CO LPA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT E SOMOGYI CO LPA.

Plan sponsor

Name

ROBERT E SOMOGYI CO LPA

EIN

43-1983584all filings

Address

100 PARK AVENUE · SUITE 210 · CLEVELAND, OH · 44122

Phone

(216) 393-8182

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

VRANA LAW FIRM, PLLC

VRANA LAW FIRM, PLLC CASH BALANCE PLAN

$793K · 10 participants

ROTH & BASLER, S.C.

ROTH & BASLER, S.C. PROFIT SHARING PLAN

$793K · 7 participants

MCSHERRY & CO., LPA

MCSHERRY & CO., LPA CASH BALANCE RETIREMENT PLAN

$793K · 3 participants

WALTER OTTESEN, P.A.

WALTER OTTESEN, P.A. 401(K) PLAN

$793K · 3 participants

WILDE LAW GROUP LLC

WILDE LAW GROUP INDV 401(K) PLAN

$793K · 2 participants

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