How big is ALAN J. Garfunkel LLC's plan?

ALAN J. Garfunkel LLC's plan reported $2.2M in assets and 3 participants for 2022.

Original filing (PDF)20230706100151NAL0030557250001

ALAN J. Garfunkel LLC

Name: ALAN J. Garfunkel LLC — ALAN J. Garfunkel, Form 5500 (2022)
Creator: ALAN J. Garfunkel LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN J. Garfunkel Self-Employed Retirement Trust

Defined-contribution retirement plan · ALAN J. Garfunkel LLC's ALAN J. Garfunkel Self-Employed Retirement Trust held $2.2M in plan assets for 3 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

ALAN J Garfunkel signed ALAN J. Garfunkel LLC's 2022 Form 5500 as plan administrator.

ALAN J Garfunkel — 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

ALAN J. Garfunkel LLC's EIN is 13-2882676.

EIN 13-2882676

Plan number 001

Plan year 2022

ACK ID 20230706100151NAL0030557250001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for ALAN J. Garfunkel LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

ALAN J. Garfunkel LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN J. GARFUNKEL LLC.

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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