Original filing (PDF)20250916091945NAL0001092547001

KOENIGSBERG & ASSOCIATES, P.C.

Name: KOENIGSBERG & ASSOCIATES, P.C. — KOENIGSBERG RETIREMENT PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: KOENIGSBERG & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

KOENIGSBERG RETIREMENT PENSION PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 KOENIGSBERG & ASSOCIATES, P.C..

Plan sponsor

Name

KOENIGSBERG & ASSOCIATES, P.C.

EIN

20-1105311

Address

237 WEST 109 STREET · NEW YORK, NY · 10025

Phone

(917) 642-1948

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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

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