Original filing (PDF)20250328144816NAL0000714131001

BACEN & JORDAN, P.A

Name: BACEN & JORDAN, P.A — BACEN & JORDAN PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BACEN & JORDAN, P.A

Form 5500-SF

FILING_RECEIVED

BACEN & JORDAN PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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 BACEN & JORDAN, P.A.

Plan sponsor

Name

BACEN & JORDAN, P.A

EIN

65-0892586all filings

Address

8050 S.W. 10TH STREET, STE. 1400 · PLANTATION, FL · 33324

Phone

(954) 961-5544

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

2025-03-28

Pension benefit codes

2E · Profit-sharing

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

CHARLES J. TALLENT D/B/A MACKENZIE & TALLENT

MACKENZIE & TALLENT 401(K) PLAN

$147K · 2 participants

COPPER STATE ESTATE PLANNING

COPPER STATE ESTATE PLANNING LLC 401(K) PLAN

$147K · 1 participants

LAW OFFICES OF ERIKA GARNES, ESQ., PA

LAW OFFICES OF ERIKA GARNES, ESQ., PA 401(K) PROFIT SHARING PLAN

$147K · 2 participants

JACOBSON & MERMELSTEIN & SQUIRE, P.C.

JACOBSON & MERMELSTEIN, P.C. PROFIT SHARING PLAN

$147K · 3 participants

ZIMMERMAN LAW, P.C.

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