Original filing (PDF)20241014093045NAL0026913041001

RICHARD KASS

Name: RICHARD KASS — RICHARD KASS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: RICHARD KASS

Form 5500-SF

FILING_RECEIVED

RICHARD KASS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 RICHARD KASS.

Plan sponsor

Name

RICHARD KASS

EIN

13-3384661

Address

60 LINDEN STREET · MALVERNE, NY · 11565

Phone

(212) 374-1144

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

RICHARD KASS

EIN

13-3384661

City

MALVERNE, NY

Phone

(212) 374-1144

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

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

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