Original filing (PDF)20241010085407NAL0033638192001

JERALD D. WERLIN ATTORNEY AT LAW

Name: JERALD D. WERLIN ATTORNEY AT LAW — JERALD D. WERLIN PENSION PLAN, Form 5500 (2023)
Creator: JERALD D. WERLIN ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

JERALD D. WERLIN PENSION PLAN

Defined-benefit pension 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 JERALD D. WERLIN ATTORNEY AT LAW.

Plan sponsor

Name

JERALD D. WERLIN ATTORNEY AT LAW

EIN

11-2973909all filings

Address

43-40 162ND STREET - 2ND FLOOR · FLUSHING, NY · 11358

Phone

(718) 361-8080

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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