Original filing (PDF)20250630164225NAL0011407201001

NEARPASS & KOEGEL PLLC

Name: NEARPASS & KOEGEL PLLC — NEARPASS & KOEGEL PLLC 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NEARPASS & KOEGEL PLLC

Form 5500-SF

FILING_RECEIVED

NEARPASS & KOEGEL PLLC 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 NEARPASS & KOEGEL PLLC.

Plan sponsor

Name

NEARPASS & KOEGEL PLLC

EIN

85-3898359all filings

Address

2604 ELMWOOD AVE PMB 157 · ROCHESTER, NY · 14618

Phone

(585) 204-0885

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

BOWEN PAINTER, LLC

BOWEN PAINTER, LLC 401 K PLAN

$114K · 3 participants

COTTAGE STREET YOUTH LAW

COTTAGE STREET YOUTH LAW 403(B) REITREMENT PLAN

$114K · 2 participants

LAW OFFICE OF JANE L. WALKER

LAW OFFICE OF JANE L WALKER 401(K) PLAN

$114K · 4 participants

GREGORY M. GANTT, CO., L.P.A.

GREGORY M. GANTT, CO., L.P.A. 401(K) PLAN

$114K · 7 participants

ROB COOK ATTORNEY AT LAW P.A.

ROB COOK ATTORNEY AT LAW P.A. 401K

$114K · 5 participants

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