Original filing (PDF)20250829161516NAL0006233187001

MARC A. KAUFMAN & ASSOCIATES, P.A.

Name: MARC A. KAUFMAN & ASSOCIATES, P.A. — MARC A. KAUFMAN & ASSOCIATES, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MARC A. KAUFMAN & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

MARC A. KAUFMAN & ASSOCIATES, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARC A. KAUFMAN & ASSOCIATES, P.A..

Plan sponsor

Name

MARC A. KAUFMAN & ASSOCIATES, P.A.

EIN

01-0687721all filings

Address

350 E. LAS OLAS BLVD., SUITE 970 · SUITE 970 · FORT LAUDERDALE, FL · 33301

Phone

(954) 838-8880

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator