Original filing (PDF)20250825122338NAL0013767792001

TROTTER & SOLUSBY, P.A.

Name: TROTTER & SOLUSBY, P.A. — TROTTER & SOLUSBY, P. A. 401(K) PLAN, Form 5500 (2023)
Creator: TROTTER & SOLUSBY, P.A.

Form 5500-SF

FILING_RECEIVED

TROTTER & SOLUSBY, P. A. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 9.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 9.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TROTTER & SOLUSBY, P.A..

Plan sponsor

Name

TROTTER & SOLUSBY, P.A.

EIN

59-3154443

Address

11834 COUNTY ROAD 101 STE 100 · THE VILLAGES, FL · 321629340

Phone

(352) 205-7245

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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