Original filing (PDF)20241014162650NAL0045299360001

PHILIP A. GREENBERG, P.C.

Name: PHILIP A. GREENBERG, P.C. — PHILIP A. GREENBERG, P. C. PENSION PLAN, Form 5500 (2023)
Creator: PHILIP A. GREENBERG, P.C.

Form 5500-SF

FILING_RECEIVED

PHILIP A. GREENBERG, P. C. PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 PHILIP A. GREENBERG, P.C..

Plan sponsor

Name

PHILIP A. GREENBERG, P.C.

EIN

13-4155586

Address

10 PARK AVENUE · SUITE 2A · NEW YORK, NY · 10016

Phone

(212) 279-4550

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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