Original filing (PDF)20230706100151NAL0030557250001

ALAN J. GARFUNKEL LLC

Name: ALAN J. GARFUNKEL LLC — ALAN J. GARFUNKEL SELF-EMPLOYED RETIREMENT TRUST, Form 5500 (2022)
Creator: ALAN J. GARFUNKEL LLC

Form 5500-SF

FILING_RECEIVED

ALAN J. GARFUNKEL SELF-EMPLOYED RETIREMENT TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 ALAN J. GARFUNKEL LLC.

Plan sponsor

Name

ALAN J. GARFUNKEL LLC

EIN

13-2882676

Address

63 LINCOLN ROAD · SCARSDALE, NY · 10583

Phone

(914) 725-8255

Industry

Law Offices· Professional & Technical Servicessee 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

2023-07-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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

Related plans

Similar-size Law Offices plans

HOWARD & ANDERSON, P.A.

HOWARD & ANDERSON, P.A. PROFIT SHARING PLAN

$2.2M · 6 participants

HARPER HAYES PLLC

HARPER HAYES PLLC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 6 participants

WIGGINS SEWELL & OGLETREE, PC

WIGGINS SEWELL & OGLETREE, PC 401(K) PLAN

$2.2M · 11 participants

BRYANT LAW CENTER, P.S.C.

BRYANT LAW CENTER, P.S.C. 401(K) PROFIT SHARING TRUST

$2.2M · 14 participants

MONSON LAW OFFICE PC

MONSON LAW OFFICE PC 401(K) PROFIT SHARING PLAN & TRUST