Original filing (PDF)20250721095747NAL0002702866001

DON BUCHWALD AND ASSOCIATES

Name: DON BUCHWALD AND ASSOCIATES — DON BUCHWALD AND ASSOCIATES PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DON BUCHWALD AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DON BUCHWALD AND ASSOCIATES PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 DON BUCHWALD AND ASSOCIATES.

Plan sponsor

Name

DON BUCHWALD AND ASSOCIATES

EIN

13-2891776

Address

10 E 44TH ST · FRNT 1 · NEW YORK, NY · 10017

Phone

(212) 867-1200

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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