Original filing (PDF)20260315135303NAL0000288323001

FUTTERMAN & LOBACCARO

Name: FUTTERMAN & LOBACCARO — FUTTERMAN & LOBACCARO PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FUTTERMAN & LOBACCARO

Form 5500-SF

FILING_RECEIVED

FUTTERMAN & LOBACCARO PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

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 FUTTERMAN & LOBACCARO.

Plan sponsor

Name

FUTTERMAN & LOBACCARO

EIN

11-3599083

Address

1090 KING GEORGES POST RD. · SUITE 405 · EDISON, NJ · 08837

Phone

(732) 661-0511

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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