Original filing (PDF)20241029115516NAL0007291856001

STEVEN K LOVITCH

Name: STEVEN K LOVITCH — STEVEN K LOVITCH MONEY PURCHASE PLAN, Form 5500 (2022)
Creator: STEVEN K LOVITCH

Form 5500-SF

FILING_RECEIVED

STEVEN K LOVITCH MONEY PURCHASE PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 11.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN K LOVITCH.

Plan sponsor

Name

STEVEN K LOVITCH

EIN

13-3386251

Address

950 MORRIS PARK AVE · BRONX, NY · 104623715

Phone

(718) 409-6262

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-10-29

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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