Original filing (PDF)20241010152644NAL0040651954001

IRA S ILOWITE

Name: IRA S ILOWITE — IRA S ILOWITE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: IRA S ILOWITE

Form 5500-SF

FILING_RECEIVED

IRA S ILOWITE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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.

Decision-maker contacts

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

Plan sponsor

Name

IRA S ILOWITE

DBA

IRA S ILOWITE AGENCY

EIN

11-2502495all filings

Address

208 LENOX AVE 329 · WESTFIELD, NJ · 07090

Phone

(718) 332-7400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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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