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SCHULER, WEISSER, ZOELLER, OVERBECK AND BAXTER P.A. — SCHULER, WEISSER, ZOELLER, OVERBECK AND BAXTER, P.A. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730135218NAL0001974723001
SCHULER, WEISSER, ZOELLER, OVERBECK AND BAXTER P.A.
Form 5500-SF
FILING_RECEIVED
SCHULER, WEISSER, ZOELLER, OVERBECK AND BAXTER, P.A. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
47
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCHULER, WEISSER, ZOELLER, OVERBECK AND BAXTER P.A.
.
Find decision makers
Plan sponsor
Name
SCHULER, WEISSER, ZOELLER, OVERBECK AND BAXTER P.A.
EIN
65-0843304
Address
1615 FORUM PLACE, SUITE 4D · WEST PALM BEACH, FL · 33401
Phone
(561) 689-8180
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
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
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