· 2022–2024 · DOL EFAST2

Gerald J. Wilkoff, Inc. — Gerald J. Wilkoff, Inc., Form 5500 (2023)

Original filing (PDF)20240718052104NAL0010953170001

Gerald J. Wilkoff, Inc.

Form 5500-SF

FILING_RECEIVED

Gerald J. Wilkoff, Inc. 401(k) P/S Plan

401(k) retirement plan · Gerald J. Wilkoff, Inc.'s Gerald J. Wilkoff, Inc. 401(k) P/S Plan reported $147K in plan assets in 2023.

Signals · 1

High average account balance

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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

95

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 GERALD J. WILKOFF, INC..

Plan sponsor

Name

GERALD J. WILKOFF, INC.

EIN

Address

7 HAMPTON COURT · PORT WASHINGTON, NY · 11050

Phone

(516) 747-0200

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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