Original filing (PDF)20260212083233NAL0000423649001

FRANK W. KOESTNER ASSOCIATES

Name: FRANK W. KOESTNER ASSOCIATES — FRANK W. KOESTNER ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANK W. KOESTNER ASSOCIATES

Form 5500-SF

FILING_RECEIVED

FRANK W. KOESTNER ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANK W. KOESTNER ASSOCIATES.

Plan sponsor

Name

FRANK W. KOESTNER ASSOCIATES

EIN

22-1772264

Address

61 HUDSON STREET · HACKENSACK, NJ · 07602

Phone

(201) 342-6264

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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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