Original filing (PDF)20240416084818NAL0000673120001

MICHEL P. HAGGERTY

Name: MICHEL P. HAGGERTY — MICHEL P. HAGGERTY ESQ. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MICHEL P. HAGGERTY

Form 5500-SF

FILING_RECEIVED

MICHEL P. HAGGERTY ESQ. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHEL P. HAGGERTY.

Plan sponsor

Name

MICHEL P. HAGGERTY

DBA

LAW OFFICE OF KAREN TOBIAS

EIN

14-1599564all filings

Address

37 W MARKET ST · RHINEBECK, NY · 125721417

Phone

(845) 876-3300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

KAREN TOBIAS

EIN

14-1599564

City

RHINEBECK, NY

Phone

(845) 876-3300

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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