· 2022–2024 · DOL EFAST2

J.J. FARBER-LOTTMAN CO., INC. — J.J. FARBER-LOTTMAN CO., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251001083713NAL0013954128001

J.J. FARBER-LOTTMAN CO., INC.

Form 5500-SF

FILING_RECEIVED

J.J. FARBER-LOTTMAN CO., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

4

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

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

66

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.J. FARBER-LOTTMAN CO., INC..

Plan sponsor

Name

J.J. FARBER-LOTTMAN CO., INC.

EIN

13-5664418

Address

200 STATE RT. 5 · P.O. BOX 613 · PALISADES PARK, NJ · 07650

Phone

(201) 947-1600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LOOP PAYMENTS, INC.

LOOP PAYMENTS 401(K) PLAN

$2.0M · 76 participants

MITCHELL INSURANCE AGENCY, INC.

MITCHELL INSURANCE AGENCY, INC. 401(K) PLAN

$2.0M · 33 participants

EDWARD A. SOUTHARD

EDWARD A. SOUTHARD PROFIT SHARING PLAN

$2.0M · 2 participants

MANSFIELD INSURANCE AGENCY, INC.

MANSFIELD INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 10 participants

THOMAS F. KELLEY

THOMAS F. KELLEY PROFIT SHARING TRUST