Original filing (PDF)20250415091314NAL0005369504001

BOCKORNY GROUP, INC.

Name: BOCKORNY GROUP, INC. — BOCKORNY GROUP, INC. PROFIT SHARING 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: BOCKORNY GROUP, INC.

Form 5500-SF

FILING_RECEIVED

BOCKORNY GROUP, INC. PROFIT SHARING 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOCKORNY GROUP, INC..

Plan sponsor

Name

BOCKORNY GROUP, INC.

EIN

52-1442741

Address

1201 15TH STREET NW STE 400 · WASHINGTON, DC · 20005

Phone

(202) 659-9111

Industry

All Other Professional Services· 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

2025-04-15

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

VOLPE REAL ESTATE, INC.

VOLPE REAL ESTATE, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 4 participants

CLARITY CREDIT UNION

CLARITY CREDIT UNION 401(K) PLAN

$2.6M · 40 participants

DOWS LAW OFFICE PA

DOWS LAW OFFICE PA 401(K) PROFIT SHARING PLAN & TRUST

$2.6M · 9 participants

NAJMUDDIN KARIMJEE, MD

NAJMUDDIN KARIMJEE, MD RETIREMENT TRUST

$2.6M · 103 participants

L.A. RUBBER COMPANY, INC. DBA MECHANICAL DRIVES & BELTING

L.A. RUBBER COMPANY, INC. 401(K) PROFIT SHARING PLAN