Original filing (PDF)20250730144850NAL0010674210001

KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP

Name: KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP — KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP

Form 5500-SF

FILING_RECEIVED

KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP.

Plan sponsor

Name

KAGAN LUBIC LEPPER FINKELSTEIN & GOLD, LLP

EIN

13-2708697

Address

200 MADISON AVENUE · FLR 24 · NEW YORK, NY · 100164001

Phone

(212) 252-0300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HINES NORMAN HINES, P. L.

HINES NORMAN HINES, P. L. 401(K) PLAN

$3.8M · 16 participants

FLANAGAN PARTNERS LLP

FLANAGAN PARTNERS LLP 401 PROFIT SHARING PLAN AND TRUST

$3.8M · 21 participants

O'KOON HINTERMEISTER, PLLC

O'KOON HINTERMEISTER PLLC EMPLOYEE SAVINGS TRUST

$3.8M · 17 participants

LAW OFFICE OF STUART MANN

LAW OFFICE OF STUART MANN 401(K) PLAN

$3.8M

SHEPARD O'DONNELL, PC

SHEPARD O'DONNELL, PC. 401(K) RETIREMENT PLAN