Original filing (PDF)20251002195157NAL0001354768001

JAN K. APO ATTORNEY

Name: JAN K. APO ATTORNEY — JAN K. APO ATTORNEY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAN K. APO ATTORNEY

Form 5500-SF

FILING_RECEIVED

JAN K. APO ATTORNEY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 JAN K. APO ATTORNEY.

Plan sponsor

Name

JAN K. APO ATTORNEY

EIN

99-0239943

Address

24 N CHURCH ST STE 302 · WAILUKU, HI · 967931608

Phone

(808) 244-6073

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PUGET LAW GROUP, LLP

PUGET LAW GROUP, LLP 401 (K) RETIREMENT PLAN

$1.5M · 29 participants

SWID LAW OFFICES, LLC

SWID LAW OFFICES ROTH 401(K) PLAN

$1.5M · 6 participants

THE INJURY LAW FIRM, PC

THE INJURY LAW FIRM, PC 401(K) PLAN

$1.5M · 5 participants

KALAMARIDES & LAMBERT

KALAMARIDES & LAMBERT 401(K) PROFIT SHARING PLAN AND TRUST

$1.5M · 2 participants

PITTA & BAIONE LLP

PITTA & BAIONE LLP 401(K) PLAN

$1.5M · 25 participants