· 2022–2024 · DOL EFAST2

BALLIN, BALLIN & FISHMAN, P.C. — BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250228120148NAL0000524595001

BALLIN, BALLIN & FISHMAN, P.C.

Form 5500-SF

FILING_RECEIVED

BALLIN, BALLIN & FISHMAN, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

13

Accounts w/ balance

15

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan health score

93

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

74

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALLIN, BALLIN & FISHMAN, P.C..

Plan sponsor

Name

BALLIN, BALLIN & FISHMAN, P.C.

EIN

62-1604643

Address

200 JEFFERSON AVENUE, SUITE 1250 · MEMPHIS, TN · 381032396

Phone

(901) 525-6278

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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