· 2022–2024 · DOL EFAST2

LAW OFFICE OF LISA M. MILLS PC — FITZSIMMONS & MILLS 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20231016174048NAL0026355379003

LAW OFFICE OF LISA M. MILLS PC

Form 5500-SF

FILING_RECEIVED

FITZSIMMONS & MILLS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF LISA M. MILLS PC.

Plan sponsor

Name

LAW OFFICE OF LISA M. MILLS PC

EIN

46-5144619

Address

44 BROAD STREET · KINDERHOOK, NY · 12106

Phone

(518) 758-2333

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Related plans

Similar-size Law Offices plans

CHANG KLEIN LLP

CHANG KLEIN LLP 401(K) PLAN

$1.3M · 7 participants

WILSON-GOODMAN LAW GROUP, PLLC

WILSON-GOODMAN LAW GROUP, PLLC 401(K) PLAN

$1.3M · 11 participants

PIERCE COLEMAN PLLC

PIERCE COLEMAN PLLC 401(K) PLAN

$1.3M · 16 participants

LAW OFFICES OF ERIC G. CANTER, P.A.

LAW OFFICES OF ERIC G. CANTER, P.A. 401(K) PROFIT SHARING PLAN

$1.3M · 4 participants

BROOKS, TARULIS & TIBBLE, LLC

BROOKS, TARULIS & TIBBLE, LLC 401(K) P.S. PLAN