Original filing (PDF)20251013200316NAL0002684080001

BUSINESS VALUATION INC

Name: BUSINESS VALUATION INC — BUSINESS VALUATION INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BUSINESS VALUATION INC

Form 5500-SF

FILING_RECEIVED

BUSINESS VALUATION INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSINESS VALUATION INC.

Plan sponsor

Name

BUSINESS VALUATION INC

EIN

59-3137254

Address

5210 BELFORT RD, SUITE 300 · JACKSONVILLE, FL · 32256

Phone

(904) 356-7600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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CORPORATE PROPERTY SERVICES, INC.

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LA JOLLA WHOLE HEALTH

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SOLDON LAW FIRM, LLC

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