Original filing (PDF)20230728131743NAL0026587842001

ADAM J ABERT LEGAL GROUP PLLC

Name: ADAM J ABERT LEGAL GROUP PLLC — ADAM J ALBERT LEGAL GROUP, PLLC, Form 5500 (2022)
Creator: ADAM J ABERT LEGAL GROUP PLLC

Form 5500-SF

FILING_RECEIVED

ADAM J ALBERT LEGAL GROUP, PLLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

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 ADAM J ABERT LEGAL GROUP PLLC.

Plan sponsor

Name

ADAM J ABERT LEGAL GROUP PLLC

EIN

80-0688248

Address

1410 CHASE OAKS DR · KELLER, TX · 76248

Phone

(817) 875-3314

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MADERAL BYRNE PLLC

MADERAL BYRNE PLLC 401(K) PLAN

$50K · 4 participants

WALKER GATES AND VELA PLLC

JLW IMMIGRATION LAW GROUP 401(K) PLAN

$50K · 10 participants

DESMOND LAW PC

DESMOND LAW PC 401(K) PLAN

$50K · 6 participants

CONDON WOOD AND BURKHART LLC

CONDON WOOD AND BURKHART LLC 401(K) PLAN

$50K

KLINE & SPECTER, P.C.

KLINE & SPECTER, P.C. EMPLOYEE BENEFIT PLAN

$51K · 166 participants