Original filing (PDF)20250730163158NAL0010951298001

YOUNG BILL BOLES PALMER DUKE &

Name: YOUNG BILL BOLES PALMER DUKE & — YOUNG BILL BOLES PALMER DUKE & 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: YOUNG BILL BOLES PALMER DUKE &

Form 5500-SF

FILING_RECEIVED

YOUNG BILL BOLES PALMER DUKE & 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 YOUNG BILL BOLES PALMER DUKE &.

Plan sponsor

Name

YOUNG BILL BOLES PALMER DUKE &

EIN

59-3162069

Address

125 W ROMANA ST STE 825 · PENSACOLA, FL · 325025847

Phone

(850) 432-2222

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RICHARD LOCKE PLC

RICHARD LOCKE PLC 401(K) PLAN

$3.0M · 4 participants

BRAFMAN & ASSOCIATES, P.C.

BRAFMAN & ASSOCIATES, P.C. RETIREMENT PLAN

$3.0M · 4 participants

SLEPIAN & SCHWARTZ, LLC

SLEPIAN & SCHWARTZ, LLC 401(K) PLAN

$3.0M · 21 participants

O'CONNOR, RUNCKEL & O'MALLEY, LLP

O'CONNOR, RUNCKEL & O'MALLEY 401(K) PLAN

$3.0M · 4 participants

IPLA, LLP

IPLA 401(K) PLAN

$3.0M · 14 participants