How big is Milton Sokol & Co., Inc.'s plan?

Milton Sokol & Co., Inc.'s plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20251014122623NAL0001374275001

Milton Sokol & Co., Inc.

Name: Milton Sokol & Co., Inc. — Milton Sokol Cash Balance, Form 5500 (2024)
Creator: Milton Sokol & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milton Sokol Cash Balance Plan

Defined-benefit pension plan · Milton Sokol & Co., Inc.'s Milton Sokol Cash Balance Plan held $2.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Joseph Sokol signed Milton Sokol & Co., Inc.'s 2024 Form 5500 as plan administrator.

Joseph Sokol — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milton Sokol & Co., Inc.'s EIN is 13-2877584.

EIN 13-2877584

Plan number 002

Plan year 2024

ACK ID 20251014122623NAL0001374275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milton Sokol & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milton Sokol & Co., Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score