Original filing (PDF)20241010085407NAL0033638192001

Jerald D. Werlin Attorney at Law

Name: Jerald D. Werlin Attorney at Law — Jerald D. Werlin, Form 5500 (2023)
Creator: Jerald D. Werlin Attorney at Law
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerald D. Werlin Pension Plan

Defined-benefit pension plan · Jerald D. Werlin Attorney at Law's Jerald D. Werlin Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Jerald D. Werlin Attorney at Law's EIN is 11-2973909.

EIN 11-2973909

Plan number 005

Plan year 2023

ACK ID 20241010085407NAL0033638192001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jerald D. Werlin Attorney at Law from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jerald D. Werlin Attorney at Law's plan includes a defined-benefit pension formula, a cash-balance formula.

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.

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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