Original filing (PDF)20250528145716NAL0004436227001

SAWYER & LATIMER, P.A.

Name: SAWYER & LATIMER, P.A. — SAWYER & LATIMER, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: SAWYER & LATIMER, P.A.

Form 5500-SF

FILING_RECEIVED

SAWYER & LATIMER, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

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 SAWYER & LATIMER, P.A..

Plan sponsor

Name

SAWYER & LATIMER, P.A.

EIN

65-0842704all filings

Address

1400 E OAKLAND PARK BLVD., #102 · FORT LAUDERDALE, FL · 33334

Phone

(954) 491-7233

Industry

CPA 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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LYNDA SCHAUER FORENSIC CPA & ASS

LYNDA SCHAUER FORENSIC CPA 401K PLAN

$170K · 4 participants

MAYTECH INC

$170K · 3 participants

DEANNA BLOODWORTH, CPA, PLLC

DEANNA BLOODWORTH, CPA, PLLC 401K PLAN

$170K · 8 participants

TRUE BLUE HOLDINGS LLC

TRUE BLUE HOLDINGS LLC 401(K) PLAN

$170K · 1 participants

WYLIE BUSINESS MANAGEMENT, LLC

WBM 401(K) PLAN

$170K · 6 participants

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