Original filing (PDF)20230725151622NAL0009767777001

SHIRLEY HACKEL

Name: SHIRLEY HACKEL — SHIRLEY HACKEL SIMPLIFED INDIVIDUAL 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SHIRLEY HACKEL

Form 5500-SF

FILING_RECEIVED

SHIRLEY HACKEL SIMPLIFED INDIVIDUAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIRLEY HACKEL.

Plan sponsor

Name

SHIRLEY HACKEL

EIN

13-0387037all filings

Address

11 EAST 86TH STREET APT. 12B · NEW YORK, NY · 10028

Phone

(914) 273-6996

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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