Original filing (PDF)20231009180111NAL0054822562001

DANIEL SKLARIN TRADING COMPANY

Name: DANIEL SKLARIN TRADING COMPANY — DANIEL SKLARIN TRADING CO. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DANIEL SKLARIN TRADING COMPANY

Form 5500-SF

FILING_RECEIVED

DANIEL SKLARIN TRADING CO. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$984K

Net assets (EOY)

$984K

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 DANIEL SKLARIN TRADING COMPANY.

Plan sponsor

Name

DANIEL SKLARIN TRADING COMPANY

EIN

13-3967801

Address

580 FIFTH AVENUE · NEW YORK, NY · 10036

Phone

(212) 575-3626

Industry

Wholesale Tradesee 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

2023-10-09

Pension benefit codes

2E · Profit-sharing

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 Wholesale Trade plans

UPSTATE COIN AND GOLD CASH BALANCE PLAN

$987K · 43 participants

ESSLINGER & CO.

ESSLINGER & CO., INC. CASH BALANCE PLAN

$979K · 14 participants

NATURAL DIAMOND CORPORATION

NATURAL DIAMOND CORPORATION 401K PLAN

$979K · 3 participants

YOO'S JEWELRY, INC.

YOO'S JEWELRY, INC. CASH BALANCE PENSION PLAN

$974K · 4 participants

CSC3C INC

BODY GEMS 401(K) PROFIT SHARING PLAN

$994K · 11 participants