Original filing (PDF)20250729151042NAL0001732611002

METZGER LAZAREK & PLUMB, LLC

Name: METZGER LAZAREK & PLUMB, LLC — METZGER LAZAREK & PLUMB, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: METZGER LAZAREK & PLUMB, LLC

Form 5500-SF

FILING_RECEIVED

METZGER LAZAREK & PLUMB, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 METZGER LAZAREK & PLUMB, LLC.

Plan sponsor

Name

METZGER LAZAREK & PLUMB, LLC

EIN

45-4944403

Address

27 FIELDSTONE PATH · P.O BOX 310647 · NEWINGTON, CT · 06111

Phone

(860) 719-3035

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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HILL & PONTON, P.A.

HILL & PONTON, P.A. 401(K) PLAN

$3.0M · 98 participants

SATTERWHITE TADDEO P.C

SATTERWHITE TADDEO, PC. 401K

$3.0M · 9 participants

LAW OFFICES OF HARLAN B KISTLER

LAW OFFICES OF HARLAN B KISTLER 401(K) PROFIT SHARING PLAN

$3.0M · 7 participants

LAW FIRM OF ROWEN, GURVEY, & WIN

LAW FIRM OF ROWEN, GURVEY, & WIN 401(K) PROFIT SHARING PLAN

$3.0M · 15 participants

GINSBERG LAW OFFICES, PC

GINSBERG LAW OFFICES PENSION PLAN