Original filing (PDF)20231011184639NAL0020620051001

JUDAH L FOGEL CPA

Name: JUDAH L FOGEL CPA — JUDAH L FOGEL CPA PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JUDAH L FOGEL CPA

Form 5500-SF

FILING_RECEIVED

JUDAH L FOGEL CPA PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUDAH L FOGEL CPA.

Plan sponsor

Name

JUDAH L FOGEL CPA

EIN

11-2575754all filings

Address

918 EAST 18TH STREET · BROOKLYN, NY · 11230

Phone

(718) 377-7728

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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