Original filing (PDF)20250704092348NAL0003220658001

ANGELO & BANTA PA

Name: ANGELO & BANTA PA — ANGELO & BANTA PA 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ANGELO & BANTA PA

Form 5500-SF

FILING_RECEIVED

ANGELO & BANTA PA 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ANGELO & BANTA PA.

Plan sponsor

Name

ANGELO & BANTA PA

EIN

65-1125237

Address

515 E LAS OLAS BLVD · SUITE 650 · FORT LAUDERDALE, FL · 33301

Phone

(954) 766-9930

Industry

Law 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

2025-07-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HAROLD SHEPLEY & ASSOCIATES, LLC

HAROLD SHEPLEY & ASSOCIATES, LLC 401(K) PLAN

$1.8M · 34 participants

RUDOLPH & EDGEL, LLP

RUDOLPH & EDGEL 401(K) PLAN

$1.8M · 11 participants

NEUSTEL LAW OFFICES, LTD.

NEUSTEL LAW OFFICES, LTD. 401(K) PROFIT SHARING PLAN

$1.8M · 4 participants

THE MILLER LAW FIRM, P.C.

THE MILLER LAW FIRM, P.C. CASH BALANCE PLAN

$1.8M · 44 participants

MCGREW MILLER BOMAR & BAGLEY, LLC

MCGREW MILLER BOMAR & BAGLEY, LLC 401(K) PLAN