How big is Dennis Kalick & Associates, Inc.'s plan?

Dennis Kalick & Associates, Inc.'s plan reported $2.2M in assets and 1 participants for 2025.

Original filing (PDF)20260409150615NAL0021673170001

Dennis Kalick & Associates, Inc.

Name: Dennis Kalick & Associates, Inc. — Dennis Kalick &, Form 5500 (2025)
Creator: Dennis Kalick & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dennis Kalick & Associates, Inc. 401(k) Plan

401(k) retirement plan · Dennis Kalick & Associates, Inc.'s Dennis Kalick & Associates, Inc. 401(k) Plan held $2.2M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Dennis Kalick & Associates, Inc.'s EIN is 11-3633607.

EIN 11-3633607

Plan number 001

Plan year 2025

ACK ID 20260409150615NAL0021673170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dennis Kalick & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dennis Kalick & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENNIS KALICK & ASSOCIATES, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

DENNIS KALICK & ASSOCIATES, INC.

EIN

all filings

Address

ONE HOLLOW LANE · SUITE 204 · LAKE SUCCESS, NY · 11042

Phone

(516) 487-6626

Industry

CPA Offices· Professional & Technical Services

Plan administrator