Original filing (PDF)20231009120209NAL0026545201001

JAMES E. VIRGIL

Name: JAMES E. VIRGIL — JAMES E. VIRGIL CASH BALANCE PLAN, Form 5500 (2022)
Creator: JAMES E. VIRGIL

Form 5500-SF

FILING_RECEIVED

JAMES E. VIRGIL CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 JAMES E. VIRGIL.

Plan sponsor

Name

JAMES E. VIRGIL

EIN

65-0832446

Address

201 ALHAMBRA CIRCLE · SUITE 705 · CORAL GABLES, FL · 33134

Phone

(305) 448-6333

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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