Original filing (PDF)20250909093600NAL0012495859001

LAIRD A. LILE, P.A.

Name: LAIRD A. LILE, P.A. — LAIRD A. LILE, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: LAIRD A. LILE, P.A.

Form 5500-SF

FILING_RECEIVED

LAIRD A. LILE, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 LAIRD A. LILE, P.A..

Plan sponsor

Name

LAIRD A. LILE, P.A.

EIN

65-0670387

Address

3033 RIVIERA DR SUITE 104 · NAPLES, FL · 34103

Phone

(239) 649-7778

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

HAYES & NEWMAN, PL

HAYES & NEWMAN, PL 401(K) PROFIT SHARING PLAN

$1.3M · 5 participants

ALAVI & ANAIPAKOS PLLC

ALAVI & ANAIPAKOS 401(K) RETIREMENT PLAN

$1.3M · 19 participants

TOLLNER LAW OFFICES

TOLLNER LAW OFFICES CASH BALANCE PLAN

$1.3M · 10 participants

LAW OFFICES OF JOSEPH C. REID, P.A

LAW OFFICES OF JOSEPH C. REID, P.A. PROFIT SHARING PLAN

$1.3M · 2 participants

LILES PARKER PLLC

LILES PARKER PLLC CASH BALANCE PLAN