Original filing (PDF)20250903152002NAL0026202624001

VERON, BICE, PALERMO AND WILSON LLC

Name: VERON, BICE, PALERMO AND WILSON LLC — VERON, BICE, PALERMO AND WILSON LLC PROFIT SHARIN PLAN AND TRUST, Form 5500 (2024)
Creator: VERON, BICE, PALERMO AND WILSON LLC

Form 5500-SF

FILING_RECEIVED

VERON, BICE, PALERMO AND WILSON LLC PROFIT SHARIN PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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 VERON, BICE, PALERMO AND WILSON LLC.

Plan sponsor

Name

VERON, BICE, PALERMO AND WILSON LLC

EIN

72-1504679

Address

721 KIRBY STREET · LAKE CHARLES, LA · 70601

Phone

(337) 310-1600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

VERON, BICE, PALERMO AND WILSON LLC

EIN

72-1504679

City

LAKE CHARLES, LA

Phone

(337) 310-1600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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