Original filing (PDF)20240605120358NAL0035982368001

ALLEN DELL, P.A.

Name: ALLEN DELL, P.A. — ALLEN DELL 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ALLEN DELL, P.A.

Form 5500-SF

FILING_RECEIVED

ALLEN DELL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 ALLEN DELL, P.A..

Plan sponsor

Name

ALLEN DELL, P.A.

EIN

59-3371099

Address

202 SOUTH ROME AVENUE · SUITE 100 · TAMPA, FL · 33606

Phone

(813) 223-5351

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

2023-08-31

Filed

2024-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MICHAEL HINGLE & ASSOCIATES, L.L.C.

MICHAEL HINGLE & ASSOCIATES 401 (K) PLAN

BIRNDORF LAW OFFICES, APC

LAW OFFICES OF DEBORAH F. BIRNDORF PROFIT SHARING 401(K) PLAN

TATE YOUNG LAW FIRM/R. TATE YOUNG, ATTORNEY AT LAW

TATE YOUNG LAW FIRM/R. TATE YOUNG, ATTORNEY AT LAW 401(K) PLAN

MEYER ORLANDO LLC

MEYER ORLANDO LLC 401(K) P/S PLAN

ZAMANSKY LLC

ZAMANSKY LLC DEFINED BENEFIT PLAN