Original filing (PDF)20241011092654NAL0010769443001

ALVAREZ LAW FIRM, P.A.

Name: ALVAREZ LAW FIRM, P.A. — THE ALVAREZ LAW FIRM, P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2023)
Creator: ALVAREZ LAW FIRM, P.A.

Form 5500-SF

FILING_RECEIVED

THE ALVAREZ LAW FIRM, P.A. RETIREMENT PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

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.

Decision-maker contacts

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

Plan sponsor

Name

ALVAREZ LAW FIRM, P.A.

EIN

65-0601824all filings

Address

355 PALERMO AVENUE · CORAL GABLES, FL · 331346607

Phone

(305) 444-7675

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

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

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