Original filing (PDF)20250507123753NAL0007846067001

ALAN BOOCKVAR

Name: ALAN BOOCKVAR — CHARLES SCHWAB & CO PROFIT SHARING PLAN FOR ALAN BOOCKVAR, Form 5500 (2024)
Creator: ALAN BOOCKVAR

Form 5500-SF

FILING_RECEIVED

CHARLES SCHWAB & CO PROFIT SHARING PLAN FOR ALAN BOOCKVAR

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$902K

Net assets (EOY)

$902K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALAN BOOCKVAR

EIN

11-2414604all filings

Address

120 FRONT STREET · MINEOLA, NY · 11501

Phone

(516) 742-5995

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ALAN BOOCKVAR

EIN

11-2414604

City

MINEOLA, NY

Phone

(516) 742-5995

Plan characteristics

Plan number

008

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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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