Original filing (PDF)20250714090050NAL0001380560001

KASEN AND KASEN

Name: KASEN AND KASEN — KASEN AND KASEN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KASEN AND KASEN

Form 5500-SF

FILING_RECEIVED

KASEN AND KASEN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KASEN AND KASEN.

Plan sponsor

Name

KASEN AND KASEN

EIN

22-2379678all filings

Address

SOCIETY HILL OFFICE PARK · 1874 E. MARLTON PIKE SUITE 3 · CHERRY HILL, NJ · 08003

Phone

(856) 424-4144

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICE OF ATHAR A. KHAN, APC

LAW OFFICE OF ATHAR A. KHAN, APC 401(K) PLAN

$169K · 3 participants

J. ALAN WELCH, P.C.

J. ALAN WELCH, P.C. 401(K) PLAN

$169K · 2 participants

THE LAW OFFICE OF RANDY HOPE STEEN, LTD.

THE LAW OFFICE OF RANDY HOPE STEEN CASH BALANCE PLAN

$169K · 2 participants

MCSWEENEY LANGEVIN DC LLP

MCSWEENEY LANGEVIN, DC LLP

$169K · 13 participants

LABARBIERA & MARTINEZ

LABARBIERA LAW 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.