Original filing (PDF)20241227131148NAL0013208225001

Donald A. Heald

Name: Donald A. Heald — D. A. Heald Pension Plan, Form 5500 (2023)
Creator: Donald A. Heald
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D. A. Heald Pension Plan

Defined-benefit pension plan · Donald A. Heald's D. A. Heald Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Aimee Jensen signed Donald A. Heald's 2023 Form 5500 as plan administrator.

Aimee Jensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Donald A. Heald's EIN is 13-3456119.

EIN 13-3456119

Plan number 002

Plan year 2023

ACK ID 20241227131148NAL0013208225001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Donald A. Heald from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Donald A. Heald's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD A. HEALD.

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Plan health score

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

DONALD A. HEALD

EIN

all filings

Address

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

Phone

(212) 744-3505

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-15

Filed

2024-12-27

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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