Original filing (PDF)20250612154858NAL0014943731001

SUSAN J. BROTMAN, P.A.

Name: SUSAN J. BROTMAN, P.A. — SUSAN J. BROTMAN, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUSAN J. BROTMAN, P.A.

Form 5500-SF

FILING_RECEIVED

SUSAN J. BROTMAN, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN J. BROTMAN, P.A..

Plan sponsor

Name

SUSAN J. BROTMAN, P.A.

EIN

65-0334741all filings

Address

4400 NORTH FEDERAL HIGHWAY #204 · BOCA RATON, FL · 33431

Phone

(561) 338-0906

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

2025-06-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

BUERGER, MOSELEY, AND CARSON PLLC

BUERGER, MOSELEY, AND CARSON PLLC 401(K) PROFIT SHARING PLAN

$523K · 13 participants

ST. CLAIR, GILBRETH & STEPPIG LLC

SGS LAW 401(K) & PROFIT SHARING PLAN

$523K · 9 participants

TABOR LINDSAY & ASSOCIATES

TABOR LINDSAY & ASSOCIATES 401(K) PLAN

$522K · 4 participants

GASTON, MARION & STUBBS, P.A.

$522K · 9 participants

ELDER ADVISORS LAW, LLC

ELDER ADVISORS LAW, LLC 401(K) P/S PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.