· 2022–2024 · DOL EFAST2

Palm Beach County Bar ASSN. — Palm Beach County Bar, Form 5500 (2024)

Original filing (PDF)20251212100747NAL0008937440001

Palm Beach County Bar ASSN.

Form 5500-SF

FILING_RECEIVED

Palm Beach County Bar ASSN. Profit Sharing Plan

401(k) retirement plan · Palm Beach County Bar ASSN.'s Palm Beach County Bar ASSN. Profit Sharing Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

9

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALM BEACH COUNTY BAR ASSN..

Plan sponsor

Name

PALM BEACH COUNTY BAR ASSN.

EIN

59-1846990all filings

Address

PO BOX 17726 · WEST PALM BEACH, FL · 334167726

Phone

(561) 687-2800

Industry

Law Offices· Professional & Technical Services

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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