Original filing (PDF)20231016191508NAL0039457649010

LYNN S. IGEL

Name: LYNN S. IGEL — LYNN S. IGEL KEOGH PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LYNN S. IGEL

Form 5500-SF

FILING_RECEIVED

LYNN S. IGEL KEOGH PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYNN S. IGEL.

Plan sponsor

Name

LYNN S. IGEL

EIN

13-3881266

Address

250 WEST 90TH STREET · NEW YORK, NY · 10024

Phone

(212) 580-7030

Industry

Professional & Technical Servicessee all

Plan administrator

Name

LYNN S. IGEL

EIN

13-3881266

City

NEW YORK, NY

Phone

—

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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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