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MOZLEY, FINLAYSON & LOGGINS, LLP — MOZLEY, FINLAYSON & LOGGINS, LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250903092007NAL0015037505001
MOZLEY, FINLAYSON & LOGGINS, LLP
Form 5500-SF
FILING_RECEIVED
MOZLEY, FINLAYSON & LOGGINS, LLP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
52
Accounts w/ balance
67
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOZLEY, FINLAYSON & LOGGINS, LLP
.
Find decision makers
Plan sponsor
Name
MOZLEY, FINLAYSON & LOGGINS, LLP
EIN
58-1281942
Address
1050 CROWN POINTE PARKWAY, SUITE 15 · ATLANTA, GA · 30338
Phone
(404) 256-0700
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
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Helping the score
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