How big is Richard G. Halpern Associates, Inc.'s plan?

Richard G. Halpern Associates, Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251106121543NAL0008629411001

Richard G. Halpern Associates, Inc.

Name: Richard G. Halpern Associates, Inc. — Richard G., Form 5500 (2024)
Creator: Richard G. Halpern Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard G. Halpern Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Richard G. Halpern Associates, Inc.'s Richard G. Halpern Associates, Inc. Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Richard G. Halpern Associates, Inc.'s EIN is 22-2013178.

EIN 22-2013178

Plan number 001

Plan year 2024

ACK ID 20251106121543NAL0008629411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard G. Halpern Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard G. Halpern Associates, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD G. HALPERN ASSOCIATES, 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