Original filing (PDF)20240926143623NAL0000802561001

BUCKLEY BEAL, LLP

Name: BUCKLEY BEAL, LLP — BUCKLEY BALA WILSON MEW LLP 401(K)PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BUCKLEY BEAL, LLP

Form 5500-SF

FILING_RECEIVED

BUCKLEY BALA WILSON MEW LLP 401(K)PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 BUCKLEY BEAL, LLP.

Plan sponsor

Name

BUCKLEY BEAL, LLP

EIN

92-2095374

Address

600 PEACHTREE ST NE · SUITE 3900 · ATLANTA, GA · 30308

Phone

(404) 781-1100

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

2024-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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