Original filing (PDF)20241227131455NAL0021970896001

DONALD A. HEALD

Name: DONALD A. HEALD — D. A. HEALD PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DONALD A. HEALD

Form 5500-SF

FILING_RECEIVED

D. A. HEALD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD A. HEALD.

Plan sponsor

Name

DONALD A. HEALD

EIN

13-3456119

Address

124 EAST 74TH STREET · NEW YORK, NY · 10021

Phone

(212) 744-3505

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-15

Filed

2024-12-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3B · Covers self-employed individuals

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 Retail Trade plans

WARD & COMPANY WORKS OF ART, LLC

WARD & COMPANY WORKS OF ART, LLC 401(K) PLAN

IDEAL EVENTS LLC DBA BACKDROPS BEAUTIFUL

BACKDROPS BEAUTIFUL 401(K) PROFIT SHARING PLAN

MICHAEL WERNER, INC.

MICHAEL WERNER, INC. DEFINED BENEFIT PLAN

KELA INTERNATIONAL CORPORATION

KELA INTERNATIONAL CORPORATION 401(K) RETIREMENT PLAN

FRIEDRICH PETZEL GALLERY, INC.

FRIEDRICH PETZEL GALLERY INC. CASH BALANCE PLAN