Original filing (PDF)20241217154915NAL0002698033001

MARGOLINBESUNDER, LLP

Name: MARGOLINBESUNDER, LLP — MARGOLINBESUNDER, LLP PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MARGOLINBESUNDER, LLP

Form 5500-SF

FILING_RECEIVED

MARGOLINBESUNDER, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MARGOLINBESUNDER, LLP

EIN

11-2805121

Address

3750 EXPRESS DR S STE 200 · ISLANDIA, NY · 11749

Phone

(631) 234-8585

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-12-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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