Original filing (PDF)20250327155916NAL0017612065001

TIMOTHY G. ANDERSON, P. A.

Name: TIMOTHY G. ANDERSON, P. A. — TIMOTHY G. ANDERSON, P. A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TIMOTHY G. ANDERSON, P. A.

Form 5500-SF

FILING_RECEIVED

TIMOTHY G. ANDERSON, P. A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 TIMOTHY G. ANDERSON, P. A..

Plan sponsor

Name

TIMOTHY G. ANDERSON, P. A.

EIN

59-2300808

Address

213 S. BREVARD AVENUE · TAMPA, FL · 33606

Phone

(813) 251-0072

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

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

Related plans

Similar-size Law Offices plans

LEVINE BENJAMIN

LEVINE BENJAMIN PROFIT SHARING PLAN

$6.7M · 26 participants

VENTURA MIESOWITZ & KEOUGH, P.C.

VENTURA MIESOWITZ & KEOUGH, P.C. 401(K) PROFIT SHARING PLAN

$6.7M · 16 participants

TRONFELD WEST & DURRETT

TRONFELD WEST & DURRETT 401(K) PLAN

$6.7M · 26 participants

LAW OFFICE OF PATRICK L HINRICHSEN

LAW OFFICE OF PATRICK L HINRICHSEN 401K PROFIT SHARING PLAN

$6.7M · 3 participants

BERTOLDO, CARTER & CULLEN, PLLC DBA BERTOLDO, CARTER, SMITH & CULLEN