How big is Veliss Law, APC.'s plan?

Veliss Law, APC.'s plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20250718155446NAL0002043841001

Veliss Law, APC.

Name: Veliss Law, APC. — Veliss Law, APC. 401(k) Plan, Form 5500 (2024)
Creator: Veliss Law, APC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Veliss Law, APC. 401(k) Plan

401(k) retirement plan · Veliss Law, APC.'s Veliss Law, APC. 401(k) Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Marcus Bowie signed Veliss Law, APC.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Veliss Law, APC.'s EIN is 85-4025656.

EIN 85-4025656

Plan number 001

Plan year 2024

ACK ID 20250718155446NAL0002043841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Veliss Law, APC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Veliss Law, APC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score