Original filing (PDF)20250618091333NAL0005936578001

STONE & GERKEN, P.A.

Name: STONE & GERKEN, P.A. — STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STONE & GERKEN, P.A.

Form 5500-SF

FILING_RECEIVED

STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 STONE & GERKEN, P.A..

Plan sponsor

Name

STONE & GERKEN, P.A.

EIN

59-3139811

Address

4850 NORTH HWY 19A · MOUNT DORA, FL · 32757

Phone

(352) 357-0330

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

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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