· 2022–2024 · DOL EFAST2

LEE E. KALIN & ASSOCIATES, INC. — LEE KALIN & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251009100433NAL0006804225015

LEE E. KALIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LEE KALIN & ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE E. KALIN & ASSOCIATES, INC..

Plan sponsor

Name

LEE E. KALIN & ASSOCIATES, INC.

EIN

06-1147062all filings

Address

7207 E. GENESEE ST. · FAYETTEVILLE, NY · 13066

Phone

(315) 656-4416

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DELAWARE WEALTH PLANNERS, LLC

DELAWARE AVENUE WEALTH PLANNERS 401(K) PROFIT SHARING PLAN

$117K · 3 participants

THIMBLEBERRY FINANCIAL, INC.

THIMBLEBERRY FINANCIAL 401(K) PLAN

$117K · 5 participants

AXIOM WEALTH STRATEGIES

AXIOM WEALTH STRATEGIES 401(K) PLAN

$117K · 2 participants

MGO PRIVATE WEALTH

MGO PRIVATE WEALTH 401(K) PLAN

$117K · 3 participants

JRA LLC 401(K) PLAN & TRUST

$117K · 1 participants

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