Original filing (PDF)20250702121125NAL0032943938001

KOGAN & DISALVO, PA

Name: KOGAN & DISALVO, PA — KOGAN & DISALVO, PA PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KOGAN & DISALVO, PA

Form 5500-SF

FILING_RECEIVED

KOGAN & DISALVO, PA PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOGAN & DISALVO, PA.

Plan sponsor

Name

KOGAN & DISALVO, PA

EIN

65-0458742

Address

3615 W BOYNTON BEACH BOULEVARD · BOYNTON BEACH, FL · 33436

Phone

(561) 375-9500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

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

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