· 2022–2024 · DOL EFAST2

THE LAW OFFICE OF DAVID P MARCUS — THE LAW OFFICE OF DAVID P MARCUS PLLC 401(K) PLAN, Form 5500 (2022)

Original filing (PDF)20231004132212NAL0020195153001

THE LAW OFFICE OF DAVID P MARCUS

Form 5500-SF

FILING_RECEIVED

THE LAW OFFICE OF DAVID P MARCUS PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$530K

Net assets (EOY)

$530K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICE OF DAVID P MARCUS.

Plan sponsor

Name

THE LAW OFFICE OF DAVID P MARCUS

EIN

88-0637395

Address

8416 MAIN ST · WILLIAMSVILLE, NY · 14221

Phone

(716) 565-3800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TAULER SMITH, LLP

TAULER SMITH, LLP CASH BALANCE PLAN

$530K · 7 participants

J F. NOVAK, A PROFESSIONAL LAW CORPORATION

LAW OFFICE OF JENNIFER F. NOVAK 401(K) PLAN

$530K · 5 participants

ALAN S. LEVINE, P.A.

ALAN S. LEVINE, P.A. 401(K) PLAN

$530K · 2 participants

MAGUIRE LAW FIRM LLC

MAGUIRE LAW FIRM RETIREMENT PLAN

$530K · 17 participants

MANUEL DIAZ LAW FIRM, PC

MANUEL DIAZ LAW FIRM, PC 401(K) PLAN

$530K · 17 participants

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