Original filing (PDF)20250702083646NAL0007469651001

JEFFREY A SCALES

Name: JEFFREY A SCALES — JEFFREY A SCALES DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JEFFREY A SCALES

Form 5500-SF

FILING_RECEIVED

JEFFREY A SCALES DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY A SCALES.

Plan sponsor

Name

JEFFREY A SCALES

EIN

14-1747083

Address

7 LIVINGSTON ST · RHINEBECK, NY · 125721505

Phone

(845) 224-5000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-07-02

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

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

Related plans

Similar-size Finance & Insurance plans

VINDEX LLC

VINDEX LLC RETIREMENT PLAN

AMPERSAND INVESTMENT MANAGEMENT LLC

AMPERSAND INVESTMENT MANAGEMENT 401(K) PLAN

IMAGINABLE FUTURES SERVICES LLC

IMAGINABLE FUTURES 401(K) PLAN

IPS DEVELOPMENT, LLC

IPS DEVELOPMENT, LLC 401(K) PLAN

WAYWISER.LIFE, INC.

WAYWISER.LIFE, INC. 401(K) PLAN