Original filing (PDF)20251017135931NAL0003754771001

HARRY D. KOENIG & COMPANY, INC.

Name: HARRY D. KOENIG & COMPANY, INC. — HARRY D. KOENIG & COMPANY, INC. DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: HARRY D. KOENIG & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

HARRY D. KOENIG & COMPANY, INC. DEFINED CONTRIBUTION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 HARRY D. KOENIG & COMPANY, INC..

Plan sponsor

Name

HARRY D. KOENIG & COMPANY, INC.

EIN

11-2016383

Address

7 MAIN STREET · EAST ROCKAWAY, NY · 11518

Phone

(516) 599-1776

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-10-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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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