Original filing (PDF)20251212100747NAL0008937440001

PALM BEACH COUNTY BAR ASSN.

Name: PALM BEACH COUNTY BAR ASSN. — PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PALM BEACH COUNTY BAR ASSN.

Form 5500-SF

FILING_RECEIVED

PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 PALM BEACH COUNTY BAR ASSN..

Plan sponsor

Name

PALM BEACH COUNTY BAR ASSN.

EIN

59-1846990

Address

PO BOX 17726 · WEST PALM BEACH, FL · 334167726

Phone

(561) 687-2800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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