Original filing (PDF)20251103100001NAL0005484707001

KWAL AND OLIVA, P.A.

Name: KWAL AND OLIVA, P.A. — KWAL & OLIVA, P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KWAL AND OLIVA, P.A.

Form 5500-SF

FILING_RECEIVED

KWAL & OLIVA, P.A. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

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 KWAL AND OLIVA, P.A..

Plan sponsor

Name

KWAL AND OLIVA, P.A.

EIN

59-2110949

Address

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

Phone

(305) 577-4333

Industry

CPA Offices· Professional & Technical Servicessee all

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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