How big is CGK M&a Advisors, Inc.'s plan?

CGK M&a Advisors, Inc.'s plan reported $771K in assets and 2 participants for 2025.

Original filing (PDF)20260202141532NAL0001526129001

CGK M&a Advisors, Inc.

Name: CGK M&a Advisors, Inc. — CGK M&a Advisors, Inc., Form 5500 (2025)
Creator: CGK M&a Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CGK M&a Advisors, Inc. 401(k) Plan

401(k) retirement plan · CGK M&a Advisors, Inc.'s CGK M&a Advisors, Inc. 401(k) Plan held $771K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

Plan identifiers

CGK M&a Advisors, Inc.'s EIN is 20-1465856.

EIN 20-1465856

Plan number 001

Plan year 2025

ACK ID 20260202141532NAL0001526129001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CGK M&a Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CGK M&a Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CGK M&A ADVISORS, INC..

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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

Vendor & structure

100

Helping the score