Original filing (PDF)20240604062631NAL0010191251001

HALPERN & ASSOCIATES, LLC

Name: HALPERN & ASSOCIATES, LLC — HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HALPERN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

HALPERN & ASSOCIATES, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HALPERN & ASSOCIATES, LLC.

Plan sponsor

Name

HALPERN & ASSOCIATES, LLC

EIN

06-1560537

Address

218 DANBURY ROAD · WILTON, CT · 06897

Phone

(203) 210-7364

Industry

CPA 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

2023-11-30

Filed

2024-06-04

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

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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