Original filing (PDF)20250714134104NAL0000921523001

KIRWIN NORRIS, P.A.

Name: KIRWIN NORRIS, P.A. — KIRWIN NORRIS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KIRWIN NORRIS, P.A.

Form 5500-SF

FILING_RECEIVED

KIRWIN NORRIS, P. A. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 KIRWIN NORRIS, P.A..

Plan sponsor

Name

KIRWIN NORRIS, P.A.

EIN

59-3484688

Address

15 W. CHURCH STREET, SUITE 301 · ORLANDO, FL · 32801

Phone

(407) 740-6600

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

2025-07-14

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

MICK LAW P.C.

MICK LAW, P.C. 401(K) P/S PLAN

$7.2M · 13 participants

GREFE & SIDNEY, P.L.C.

GREFE & SIDNEY, P.L.C. RETIREMENT PLAN

$7.2M · 21 participants

ADVOCATES LAW FIRM, LLC

ADVOCATES LAW FIRM, LLC PROFIT SHARING PLAN

$7.2M · 1 participants

DREYER BOYAJIAN LLP

DREYER BOYAJIAN LLP 401(K) PLAN

$7.2M · 10 participants

HANBA & LAZAR, P.C

HANBA & LAZAR, P.C. 401(K) PROFIT-SHARING PLAN AND TRUST

$7.2M · 10 participants