· 2022–2024 · DOL EFAST2

KWAL and Oliva, P.A. — KWAL & Oliva, P.A. Profit, Form 5500 (2024)

Original filing (PDF)20251103100001NAL0005484707001

KWAL and Oliva, P.A.

Form 5500-SF

FILING_RECEIVED

KWAL & Oliva, P.A. Profit Sharing Plan and Trust

401(k) retirement plan · KWAL and Oliva, P.A.'s KWAL & Oliva, P.A. Profit Sharing Plan and Trust held $11.6M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

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

67

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KWAL AND OLIVA, P.A..

Plan sponsor

Name

KWAL AND OLIVA, P.A.

EIN

59-2110949all filings

Address

169 E. FLAGLER STREET, SUITE 800 · MIAMI, FL · 331311296

Phone

(305) 577-4333

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-11-03

Pension benefit codes

2A · Age/service weighted or new comparability

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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