Original filing (PDF)20250505140948NAL0007914849001

BLALOCK WALTERS,P.A.

Name: BLALOCK WALTERS,P.A. — BLALOCK WALTERS,P.A, SAVINGS PLAN, Form 5500 (2023)
Creator: BLALOCK WALTERS,P.A.

Form 5500-SF

FILING_RECEIVED

BLALOCK WALTERS,P.A, SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLALOCK WALTERS,P.A..

Plan sponsor

Name

BLALOCK WALTERS,P.A.

EIN

59-1950976

Address

802 11TH STREET WEST · BRADENTON, FL · 34205

Phone

(941) 748-0100

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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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