Original filing (PDF)20240624074748NAL0007907616001

L. PATRICK MULLIGAN & ASSOCIATES, LLC

Name: L. PATRICK MULLIGAN & ASSOCIATES, LLC — L. PATRICK MULLIGAN & ASSOC. 401(K)/PS PLAN, Form 5500 (2023)
Creator: L. PATRICK MULLIGAN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

L. PATRICK MULLIGAN & ASSOC. 401(K)/PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 L. PATRICK MULLIGAN & ASSOCIATES, LLC.

Plan sponsor

Name

L. PATRICK MULLIGAN & ASSOCIATES, LLC

EIN

47-2385156

Address

28 NORTH WILKINSON · MULLIGAN BLDG. 2ND FLOOR · DAYTON, OH · 45402

Phone

(937) 228-9790

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-24

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STEVEN E. THOMAS LLLC

STEVEN E. THOMAS LLLC 401(K) PLAN

$1.5M · 3 participants

FOREMAN & BRASSO ATTORNEYS AT LAW

FOREMAN & BRASSO ATTORNEYS AT LAW 401K PROFIT SHARING PLAN

$1.5M · 4 participants

SOUZA, LLC

SOUZA, LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 9 participants

SOTTILE BALTAXE

SOTTILE BALTAXE CASH BALANCE PLAN

$1.5M · 9 participants

THE FRASER LAW FIRM PC

THE FRASER LAW FIRM PC 401K RETIREMENT PLAN

$1.5M · 3 participants