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THE KITSON LAW FIRM, LLP — THE KITSON LAW FIRM, LLP 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240930151546NAL0009674272001
THE KITSON LAW FIRM, LLP
Form 5500-SF
FILING_RECEIVED
THE KITSON LAW FIRM, LLP 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE KITSON LAW FIRM, LLP
.
Find decision makers
Plan sponsor
Name
THE KITSON LAW FIRM, LLP
EIN
13-4160140
Address
140 GRAND STREET, SUITE 800 · WHITE PLAINS, NY · 10601
Phone
(914) 285-9797
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3B · Covers self-employed individuals
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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Helping the score
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