Original filing (PDF)20251103124635NAL0009751968001

KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A.

Name: KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A. — KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A.

Form 5500-SF

FILING_RECEIVED

KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

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 KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A..

Plan sponsor

Name

KRAMER, GREEN, ZUCKERMAN, GREENE & BUCHSBAUM, P.A.

EIN

59-2178562

Address

4000 HOLLYWOOD BOULEVARD, STE. 485S · HOLLYWOOD, FL · 330216786

Phone

(954) 966-2112

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-11-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Law Offices plans

MELAND BUDWICK, P.A.

MELAND BUDWICK, P.A. 401(K) PROFIT SHARING PLAN

$11.2M · 40 participants

ZIMMERMAN REED LLP

ZIMMERMAN REED LLP PROFIT SHARING PLAN

$11.1M · 46 participants

READ AND LANIADO, LLP

READ AND LANIADO, LLP PSP 401K

$11.1M · 6 participants

POPE, MCGLAMRY, KILPATRICK, MORRISON & NORWOOD, PC

POPE, MCGLAMRY KILPATRICK, MORRISON & NORWOOD, PC 401(K) PSP

$11.1M · 15 participants

MAIELLO, BRUNGO & MAIELLO

MAIELLO, BRUNGO & MAIELLO 401(K) PROFIT SHARING PLAN