Original filing (PDF)20231004114635NAL0020043889001

LACHMAN & LACHMAN

Name: LACHMAN & LACHMAN — LACHMAN & LACHMAN PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: LACHMAN & LACHMAN

Form 5500-SF

FILING_RECEIVED

LACHMAN & LACHMAN PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 LACHMAN & LACHMAN.

Plan sponsor

Name

LACHMAN & LACHMAN

EIN

13-3143261

Address

444 MADISON AVENUE · NEW YORK, NY · 100226903

Phone

(212) 371-8319

Industry

CPA 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

2023-10-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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