Original filing (PDF)20241028101634NAL0005880320001

David Garfunkel & Co. LLC

Name: David Garfunkel & Co. LLC — David Garfunkel & Co., Form 5500 (2023)
Creator: David Garfunkel & Co. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Garfunkel & Co. LLC GCF Benefit Plan

Health & welfare plan · David Garfunkel & Co. LLC's David Garfunkel & Co. LLC GCF Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Morgan Law signed David Garfunkel & Co. LLC's 2023 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Garfunkel & Co. LLC's EIN is 20-4876881.

EIN 20-4876881

Plan number 501

Plan year 2023

ACK ID 20241028101634NAL0005880320001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David Garfunkel & Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David Garfunkel & Co. LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID GARFUNKEL & CO. LLC.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Plan sponsor

Name

DAVID GARFUNKEL & CO. LLC

EIN

all filings

Address

400 MALL BLVD · STE M · SAVANNAH, GA · 31406

Phone

(912) 355-1311

Industry

Construction

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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 Construction plans

Waterford Development Corp.

Wade Electric

Wade Electric GCF Benefit Plan

Hometown Development Company

Hometown Development 401(k) Plan

Cowboy Holdings

Cowboy Holdings 401(k) Plan

KF Construction and Excavating, LLC

KFV 401(k) Retirement Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.