· 2022–2024 · DOL EFAST2

KOEPPEL MARTONE & LEISTMAN, LLC — KOEPPEL MARTONE & LEISTMAN, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20241011143934NAL0022053793001

KOEPPEL MARTONE & LEISTMAN, LLC

Form 5500-SF

FILING_RECEIVED

KOEPPEL MARTONE & LEISTMAN, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

38

Accounts w/ balance

3

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

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 KOEPPEL MARTONE & LEISTMAN, LLC.

Plan sponsor

Name

KOEPPEL MARTONE & LEISTMAN, LLC

EIN

11-3035110all filings

Address

333 EARL OVINGTON BLVD. · SUITE 1010 · UNIONDALE, NY · 11553

Phone

(516) 248-1700

Industry

Law Offices· Professional & Technical Servicessee all

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

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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