Original filing (PDF)20241010114106NAL0009953987001

SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A.

Name: SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A. — SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A. 401(K) PLAN, Form 5500 (2023)
Creator: SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A.

Form 5500-SF

FILING_RECEIVED

SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A..

Plan sponsor

Name

SNEE, LUTCHE, HELMLINGER & SPIELBERGER, P.A.

EIN

52-1842442

Address

112 SOUTH MAIN STREET · BEL AIR, MD · 21014

Phone

(410) 893-7500

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

2024-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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