Original filing (PDF)20250429090430NAL0000322913001

JACOB FEINBERG KATZ & MICHAELI CONSULTING GROUP LLC

Name: JACOB FEINBERG KATZ & MICHAELI CONSULTING GROUP LLC — JFK & M CONSULTING GROUP, LLC, Form 5500 (2024)
Creator: JACOB FEINBERG KATZ & MICHAELI CONSULTING GROUP LLC

Form 5500-SF

FILING_RECEIVED

JFK & M CONSULTING GROUP, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 JACOB FEINBERG KATZ & MICHAELI CONSULTING GROUP LLC.

Plan sponsor

Name

JACOB FEINBERG KATZ & MICHAELI CONSULTING GROUP LLC

EIN

20-8766715

Address

134 WEST 37TH STREET · NEW YORK, NY · 10018

Phone

(212) 792-8700

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

SIDE BY SIDE FINANCIALS, INC.

EIN

27-3232902

City

DULUTH, GA

Phone

(212) 564-2464

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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