· 2022–2024 · DOL EFAST2

S. Kamberg and Co., Ltd. — S. Kamberg and Co., Ltd., Form 5500 (2024)

Original filing (PDF)20260114091735NAL0015622689001

S. Kamberg and Co., Ltd.

Form 5500-SF

FILING_RECEIVED

S. Kamberg and Co., Ltd. Employees Profit Sharing Plan and Trust

401(k) retirement plan · S. Kamberg and Co., Ltd.'s S. Kamberg and Co., Ltd. Employees Profit Sharing Plan and Trust held $2.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S. KAMBERG AND CO., LTD..

Plan sponsor

Name

S. KAMBERG AND CO., LTD.

EIN

11-2042090all filings

Address

99 POWERHOUSE ROAD · SUITE 204 · ROSLYN HEIGHTS, NY · 11577

Phone

(516) 482-4141

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-01-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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