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Original filing (PDF)20250523082132NAL0003211153001
MICHAEL H. LAMBERT, P.A.
Form 5500-SF
FILING_RECEIVED
MICHAEL H. LAMBERT, P.A. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL H. LAMBERT, P.A..
Plan sponsor
Name
MICHAEL H. LAMBERT, P.A.
EIN
59-2211929
Address
428 NORTH HALIFAX AVENUE · DAYTONA BEACH, FL · 32118
Phone
(386) 255-0464
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
MICHAEL H. LAMBERT, P.A.
EIN
59-2211929
City
DAYTONA BEACH, FL
Phone
(386) 255-0464
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-23
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
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