· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FALLGATTER & CATLIN, P.A. — FALLGATTER & CATLIN, P.A. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613131736NAL0017908641001
FALLGATTER & CATLIN, P.A.
Form 5500-SF
FILING_RECEIVED
FALLGATTER & CATLIN, P.A. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FALLGATTER & CATLIN, P.A.
.
Find decision makers
Plan sponsor
Name
FALLGATTER & CATLIN, P.A.
EIN
59-3329704
Address
200 E FORSYTH STREET · JACKSONVILLE, FL · 32202
Phone
(904) 353-5800
Industry
Law Offices
· Professional & Technical Services
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
2025-06-13
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)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
JOHNS MONROE MITSUNAGA KOLOUSKOVA PLLC
JOHNS MONROE MITSUNAGA KOLOUSKOVA PLLC 401(K) PLAN
$4.8M · 6 participants
ZUCKER STEINBERG & WIXTED, P.A.
ZUCKER STEINBERG & WIXTED, P.A. 401(K) PLAN
$4.8M · 12 participants
PAUL M BOYD & ASSOCIATES, PC DBA BOYD BOYD & GIDDENS
PAUL M BOYD & ASSOCIATES, PC DBA BOYD BOYD & GIDDENS RETIREMENT PLAN
$4.8M · 19 participants
JACOB & WEINGARTEN, P.C.
JACOB & WEINGARTEN 401(K) PROFIT SHARING PLAN AND TRUST
$4.8M · 4 participants
TROMBERG, MORRIS & PARTNERS PLLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TROMBERG, MORRIS & PARTNERS PLLC 401(K) & PROFIT SHARING PLAN
$4.8M · 61 participants
MARSHALL, BOHORAD, THORNBURG
MARSHALL, BOHORAD, THORNBURG, PRICE & CAMPION, P.C. PS PLAN
$4.8M · 12 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
