Original filing (PDF)20240731111013NAL0022123857001

ZUCKER & REGEV P C

Name: ZUCKER & REGEV P C — ZUCKER & REGEV P C 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ZUCKER & REGEV P C

Form 5500-SF

FILING_RECEIVED

ZUCKER & REGEV P C 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZUCKER & REGEV P C.

Plan sponsor

Name

ZUCKER & REGEV P C

EIN

11-3465330

Address

186 JORALEMON ST STE 1010 · BROOKLYN, NY · 112014326

Phone

(718) 624-1211

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

2024-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SILVERMAN & DILUCCIO

S & D 401(K) RETIREMENT PLAN

$1.1M · 4 participants

LOIS B. LEPP, P.A.

LOIS B. LEPP, P.A. 401(K) PLAN

$1.1M · 2 participants

RAMSAY LAW FIRM PA

RAMSAY LAW FIRM PA 401(K) PLAN

$1.1M · 6 participants

COBURN & GREENBAUM, PLLC

COBURN & GREENBAUM, PLLC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 11 participants

GERALD J. DI CHIARA

GERALD J. DI CHIARA PROFIT SHARING PLAN

$1.1M · 1 participants