Original filing (PDF)20231121100025NAL0000264531001

HAFETZ AND ASSOCIATES, LLC

Name: HAFETZ AND ASSOCIATES, LLC — HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: HAFETZ AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 HAFETZ AND ASSOCIATES, LLC.

Plan sponsor

Name

HAFETZ AND ASSOCIATES, LLC

EIN

20-2067365all filings

Address

609 NEW ROAD · LINWOOD, NJ · 08221

Phone

(609) 872-0001

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-25

Filed

2023-11-21

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Insurance Agencies & Brokerages plans

HEARTLAND FINANCIAL GROUP

HEARTLAND FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN

MAHORSKY GROUP, INC.

MAHORSKY GROUP, INC. 401(K) PLAN

ABBM COMPANY, LLC

ABBM COMPANY, LLC 401(K) PLAN

RDK ADVISORS, LLC

RDK ADVISORS 401(K) PLAN

$0 · 3 participants

ZACHARY A GREEN

GREEN INSURANCE AGENCY RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.