· 2022–2024 · DOL EFAST2

LCJ Associates, Inc. — LCJ Associates, Inc. Cash, Form 5500 (2024)

Original filing (PDF)20250930105922NAL0029132466001

LCJ Associates, Inc.

Form 5500-SF

FILING_RECEIVED

LCJ Associates, Inc. Cash Balance Plan

Defined-benefit pension plan · LCJ Associates, Inc.'s LCJ Associates, Inc. Cash Balance Plan held $3.8M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

LCJ ASSOCIATES, INC.

EIN

Address

265 86TH STREET · BROOKLYN, NY · 11209

Phone

(718) 238-3197

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Circle Wealth Management, LLC

Circle Wealth Management, LLC 401(k) Plan

$3.8M · 19 participants

Seurat Group LLC

Seurat Group 401(k) Plan

$3.8M · 24 participants

Olson Wealth Group, LLC

Olson Wealth Group 401(k) Plan

$3.8M · 2 participants

McPeak Wealth Management LLC

McPeak Wealth Management 401(k)

$3.8M · 13 participants

Hamada/KIM Financial LLC

Hamada/KIM Financial LLC Pension Plan

$3.8M · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.