Original filing (PDF)20251014103150NAL0001225379001

WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP

Name: WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP — WINGATE, RUSSOTTI, SHAPIRO & HALPERIN, LLP CASH BALANCE PLAN AND TRUST, Form 5500 (2024)
Creator: WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP

Form 5500-SF

FILING_RECEIVED

WINGATE, RUSSOTTI, SHAPIRO & HALPERIN, LLP CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP.

Plan sponsor

Name

WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP

EIN

13-3545810

Address

420 LEXINGTON AVENUE, SUITE 2700 · THE GRAYBAR BUILDING · NEW YORK, NY · 10170

Phone

(212) 986-7353

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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 Law Offices plans

SHAVITZ LAW GROUP, P.A.

SHAVITZ LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN

$5.2M · 18 participants

KATZ NOWINSKI P.C.

KATZ NOWINSKI P.C. 401(K) PROFIT SHARING PLAN

$5.2M · 14 participants

GSHWM LLP

GSHWM LLP 401(K) PLAN

$5.2M · 44 participants

ROGERS NEMETH GERMAIN P.C.

RNG 401(K) PLAN

$5.2M · 5 participants

KNAPP & VIOLA A PROFESSIONAL C

KNAPP & VIOLA A PROFESSIONAL C 401(K) PROFIT SHARING PLAN & TRUST

$5.2M · 13 participants