Original filing (PDF)20250925075455NAL0007432321001

WAPNER, KOPLOVITZ & FUTERFAS

Name: WAPNER, KOPLOVITZ & FUTERFAS — WAPNER, KOPLOVITZ & FUTERFAS PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WAPNER, KOPLOVITZ & FUTERFAS

Form 5500-SF

FILING_RECEIVED

WAPNER, KOPLOVITZ & FUTERFAS PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 WAPNER, KOPLOVITZ & FUTERFAS.

Plan sponsor

Name

WAPNER, KOPLOVITZ & FUTERFAS

EIN

14-1536951

Address

PO BOX 3268 · KINGSTON, NY · 12402

Phone

(845) 331-0100

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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