Original filing (PDF)20250708085159NAL0003749921001

SORENSON VAN LEUVEN, PLLC

Name: SORENSON VAN LEUVEN, PLLC — SORENSON VAN LEUVEN, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SORENSON VAN LEUVEN, PLLC

Form 5500-SF

FILING_RECEIVED

SORENSON VAN LEUVEN, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 SORENSON VAN LEUVEN, PLLC.

Plan sponsor

Name

SORENSON VAN LEUVEN, PLLC

EIN

81-4209194

Address

P.O. BOX 3637 · TALLAHASSEE, FL · 323153637

Phone

(850) 388-0500

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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

PORTER & MALOUF, PA

PORTER & MALOUF, PA 401(K) PLAN

$4.0M · 5 participants

MANNING & MURRAY, P.C.

MANNING & MURRAY PROFIT SHARING PLAN

$4.0M · 15 participants

BN & M PC

BN & M PC 401(K) PROFIT SHARING PLAN

$4.0M · 6 participants

JILL GRANT & ASSOCIATES LLC

JILL GRANT & ASSOCIATES LLC SAFE HARBOR 401K PROFIT SHARING PLAN

$4.0M · 6 participants

US DEFAULT GROUP LLC

US DEFAULT GROUP LLC 401K PROFIT SHARING PLAN & TRUST

$4.0M · 732 participants