Original filing (PDF)20251218121233NAL0002665507001

SELIKOFF & COHEN, P.A.

Name: SELIKOFF & COHEN, P.A. — SELIKOFF & COHEN, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SELIKOFF & COHEN, P.A.

Form 5500-SF

FILING_RECEIVED

SELIKOFF & COHEN, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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 SELIKOFF & COHEN, P.A..

Plan sponsor

Name

SELIKOFF & COHEN, P.A.

EIN

22-2274829

Address

700 EAST GATE DRIVE · SUITE 502 · MOUNT LAUREL, NJ · 080543823

Phone

(609) 605-4689

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-12-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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