Original filing (PDF)20250709103408NAL0002768659001

KREUSLER-WALSH, VARGAS & SERAFIN, PA

Name: KREUSLER-WALSH, VARGAS & SERAFIN, PA — KREUSLER-WALSH, VARGAS & SERAFIN, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: KREUSLER-WALSH, VARGAS & SERAFIN, PA

Form 5500-SF

FILING_RECEIVED

KREUSLER-WALSH, VARGAS & SERAFIN, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 KREUSLER-WALSH, VARGAS & SERAFIN, PA.

Plan sponsor

Name

KREUSLER-WALSH, VARGAS & SERAFIN, PA

EIN

46-1613924

Address

501 SOUTH FLAGLER DRIVE · SUITE 503 · WEST PALM BEACH, FL · 334015913

Phone

(561) 659-5455

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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