Original filing (PDF)20241007100808NAL0007473971001

FURMAN & HAUSWIRTH

Name: FURMAN & HAUSWIRTH — FURMAN & HAUSWIRTH 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FURMAN & HAUSWIRTH

Form 5500-SF

FILING_RECEIVED

FURMAN & HAUSWIRTH 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FURMAN & HAUSWIRTH.

Plan sponsor

Name

FURMAN & HAUSWIRTH

EIN

11-3134883

Address

3000 MARCUS AVENUE SUITE 1E5 · LAKE SUCCESS, NY · 110421096

Phone

(516) 326-6200

Industry

CPA 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

2024-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

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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