Original filing (PDF)20250929180438NAL0018265586001

BOGUTZ & GORDON, PC

Name: BOGUTZ & GORDON, PC — BOGUTZ & GORDON, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOGUTZ & GORDON, PC

Form 5500-SF

FILING_RECEIVED

BOGUTZ & GORDON, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 BOGUTZ & GORDON, PC.

Plan sponsor

Name

BOGUTZ & GORDON, PC

EIN

86-0479877

Address

3503 N. CAMPBELL AVE, STE 101 · TUCSON, AZ · 85719

Phone

(520) 321-9700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PINNACLE PLAN DESIGN, LLC

EIN

20-3970947

City

TUCSON, AZ

Phone

(520) 618-1305

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

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

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