Original filing (PDF)20241015095237NAL0048729024001

ISRAEL, KOOTMAN & COMPANY

Name: ISRAEL, KOOTMAN & COMPANY — ISRAEL, KOOTMAN & CO. SAVINGS PLAN, Form 5500 (2023)
Creator: ISRAEL, KOOTMAN & COMPANY

Form 5500-SF

FILING_RECEIVED

ISRAEL, KOOTMAN & CO. SAVINGS PLAN

401(k) retirement 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 ISRAEL, KOOTMAN & COMPANY.

Plan sponsor

Name

ISRAEL, KOOTMAN & COMPANY

EIN

22-2226933

Address

118 WHITE OAK RIDGE ROAD · LINCROFT, NJ · 07738

Phone

(732) 548-3770

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size CPA Offices plans

JONI L CRAFT PA

JONI L CRAFT PA 401(K) SHARING PLAN & TRUST

CCA LLP

CCA LLP 401(K) PROFIT SHARING PLAN

SHIELDS BROWN

SHIELDS BROWN 401(K) PLAN

$0 · 10 participants

JOSHUA LANCE CPA, LLC

JOSHUA LANCE CPA 401(K) PLAN

BANSLEY & KIENER, L.L.P.

BANSLEY & KIENER, L.L.P. 401(K) PROFIT SHARING PLAN