Original filing (PDF)20250707110003NAL0008536034001

PORTNER & SHURE, P.A.

Name: PORTNER & SHURE, P.A. — PORTNER & SHURE P.A. RETIREMENT PLAN, Form 5500 (2024)
Creator: PORTNER & SHURE, P.A.

Form 5500-SF

FILING_RECEIVED

PORTNER & SHURE P.A. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 PORTNER & SHURE, P.A..

Plan sponsor

Name

PORTNER & SHURE, P.A.

EIN

52-1889392

Address

7226 LEE DEFOREST DRIVE, SUITE 101 · COLUMBIA, MD · 21046

Phone

(410) 995-1515

Industry

Law Offices· 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

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

YATES & YATES, LLP

YATES & YATES, LLP 401(K) PROFIT SHARING PLAN

$5.5M · 6 participants

HANSEN, KOHLS, SOMMER & JACOB, LLP

HANSEN, KOHLS, SOMMER & JACOB 401K PROFIT SHARING PLAN

$5.5M · 6 participants

PIPES MILES BECKMAN LLC

PIPES MILES BECKMAN 401(K) PLAN

$5.5M · 40 participants

BERNICK LIFSON, P.A.

BERNICK LIFSON, P.A. 401(K) PLAN

$5.5M · 14 participants

ZABEL SCHELLENBERG, PLLC

ZABEL SCHELLENBERG, PLLC 401(K) PLAN

$5.5M · 13 participants