· 2022–2024 · DOL EFAST2

SWIFT, ISRINGHAUS & DUBBELD, P.A. — SWIFT, ISRINGHAUS & DUBBELD 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250611143600NAL0026101936001

SWIFT, ISRINGHAUS & DUBBELD, P.A.

Form 5500-SF

FILING_RECEIVED

SWIFT, ISRINGHAUS & DUBBELD 401(K) PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

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

79

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 SWIFT, ISRINGHAUS & DUBBELD, P.A..

Plan sponsor

Name

SWIFT, ISRINGHAUS & DUBBELD, P.A.

EIN

82-3737804all filings

Address

11300 4TH ST. N. · STE. 260 · ST. PETERSBURG, FL · 33716

Phone

(727) 490-9919

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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICES OF EFREM M. GRAIL DBA GRAIL LAW FIRM

GRAIL LAW FIRM 401(K) PLAN

$336K · 4 participants

WATSON & MORAN LLC

WATSON & MORAN LLC 401(K) PROFIT SHARING PLAN & TRUST

$336K · 2 participants

HERITAGE LEGAL PC

HERITAGE LEGAL PC CASH BALANCE PLAN

$336K · 5 participants

ANN MASSEY BADMUS PC

ANN MASSEY BADMUS PC CASH BALANCE PLAN

$336K · 6 participants

SACHS AND HESS PC

SACHS AND HESS PC 401K AND PROFIT SHARING PLAN

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