Original filing (PDF)20240502113335NAL0017237025001

CATHERINE VOLLMER LLC

Name: CATHERINE VOLLMER LLC — CATHERINE FALLER VOLLMER - PROFIT SHARING KEOGH PLAN, Form 5500 (2023)
Creator: CATHERINE VOLLMER LLC

Form 5500-SF

FILING_RECEIVED

CATHERINE FALLER VOLLMER - PROFIT SHARING KEOGH PLAN

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHERINE VOLLMER LLC.

Plan sponsor

Name

CATHERINE VOLLMER LLC

EIN

22-3554638

Address

196 PARK AVENUE · LEONIA, NJ · 07605

Phone

(212) 719-2176

Industry

Wholesale Tradesee all

Plan administrator

Name

GERELD VOLLMER

EIN

50-4488672

City

LEONIA, NJ

Phone

(212) 719-2176

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-02

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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