Original filing (PDF)20240617084218NAL0000835331001

KOTLAR, HERNANDEZ AND COHEN LLC

Name: KOTLAR, HERNANDEZ AND COHEN LLC — ADAM M. KOTLAR, LLC 401(K) PLAN, Form 5500 (2023)
Creator: KOTLAR, HERNANDEZ AND COHEN LLC

Form 5500-SF

FILING_RECEIVED

ADAM M. KOTLAR, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 KOTLAR, HERNANDEZ AND COHEN LLC.

Plan sponsor

Name

KOTLAR, HERNANDEZ AND COHEN LLC

EIN

22-3495265

Address

16000 COMMERCE PARKWAY · SUITE C · MOUNT LAUREL, NJ · 08054

Phone

—

Industry

Law 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

2024-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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