· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SACKS, PRESS & LACHER, PC — SACKS, PRESS & LACHER, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250224081108NAL0007156723001
SACKS, PRESS & LACHER, PC
Form 5500-SF
FILING_RECEIVED
SACKS, PRESS & LACHER, PC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SACKS, PRESS & LACHER, PC
.
Find decision makers
Plan sponsor
Name
SACKS, PRESS & LACHER, PC
EIN
13-3050313
Address
600 THIRD AVENUE, 18TH FLOOR · NEW YORK, NY · 10016
Phone
(212) 682-6640
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-02-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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 CPA Offices plans
MORGAN WINGATE P.C.
MORGAN WINGATE P.C. 401(K) PLAN
$5.2M · 8 participants
COHEN & COMPANY ENTERPRISES, LTD.
COHEN & COMPANY ENTERPRISES, LTD. CASH BALANCE PLAN
$5.2M · 66 participants
L.K. BENSON & COMPANY PC
L.K. BENSON & COMPANY PC PROFIT SHARING PLAN
$5.2M · 5 participants
GRIPPIN DONLAN AND PINKHAM, PLC
GRIPPIN, DONLAN & PINKHAM, PLC 401(K) PROFIT SHARING PLAN
$5.1M · 23 participants
MCCURRY & COMPANY
MCCURRY & COMPANY 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$5.1M · 16 participants
KOKJER, PIEROTTI, MAIOCCO & DUCK, LLP
KPMD, LLP 401(K) PROFIT SHARING PLAN
$5.1M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
