Original filing (PDF)20241015124528NAL0049452688001

VAHEY LAW OFFICES, PLLC

Name: VAHEY LAW OFFICES, PLLC — VAHEY LAW OFFICES, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: VAHEY LAW OFFICES, PLLC

Form 5500-SF

FILING_RECEIVED

VAHEY LAW OFFICES, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 VAHEY LAW OFFICES, PLLC.

Plan sponsor

Name

VAHEY LAW OFFICES, PLLC

EIN

82-5076018

Address

144 EXCHANGE BLVD STE 400 · ROCHESTER, NY · 146142123

Phone

(585) 262-5130

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

Service providers (Schedule C)

Small plans don't disclose service providers

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