Original filing (PDF)20250701141026NAL0018576704001

GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C.

Name: GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C. — GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C.

Form 5500-SF

FILING_RECEIVED

GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C..

Plan sponsor

Name

GODWIN, MORRIS, LAURENZI & BLOOMFIELD, P.C.

EIN

62-1371542

Address

80 MONROE AVENUE · SUITE 315 · MEMPHIS, TN · 38103

Phone

(901) 528-1702

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

2025-07-01

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BECK LIEBMAN PETRONE, P.C.

BECK LIEBMAN PETRONE, P.C. 401(K) PLAN

$4.5M · 6 participants

TRANTOLO & TRANTOLO, LLC

TRANTOLO & TRANTOLO 401(K) PLAN

$4.5M · 41 participants

YARBOROUGH WINTERS & NEVILLE PA

$4.5M · 6 participants

LIUZZI, MURPHY, SOLOMON, CHURTON, HALE & WINNETT, LLP

LIUZZI, MURPHY, SOLOMON, CHURTON, HALE & WINNETT, LLP 401(K) PLAN

$4.5M · 5 participants

MARCUS & HOFFMAN PC

MARCUS & HOFFMAN PC 401(K) PLAN