Original filing (PDF)20241120230250NAL0007646768001

FRANK SCHARF

Name: FRANK SCHARF — FRANK D. SCHARF RETIREMENT PLAN, Form 5500 (2023)
Creator: FRANK SCHARF

Form 5500-SF

FILING_RECEIVED

FRANK D. SCHARF RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANK SCHARF.

Plan sponsor

Name

FRANK SCHARF

EIN

06-0972212all filings

Address

167 LYBOLT RD · MIDDLETOWN, NY · 109413342

Phone

(845) 467-0555

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2024-11-21

Pension benefit codes

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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