Original filing (PDF)20250718120341NAL0002836034003

CITI EQUITIES, INC.

Name: CITI EQUITIES, INC. — CITI EQUITES, INC. CASH BALANCE PLAN AND TRUST, Form 5500 (2024)
Creator: CITI EQUITIES, INC.

Form 5500-SF

FILING_RECEIVED

CITI EQUITES, INC. CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITI EQUITIES, INC..

Plan sponsor

Name

CITI EQUITIES, INC.

EIN

11-2729969

Address

C/O ABRAHAM BACKENROTH · 800 3RD AVENUE 11TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 593-1100

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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