Original filing (PDF)20251103103653NAL0016149090001

NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C.

Name: NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C. — NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C. PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C.

Form 5500-SF

FILING_RECEIVED

NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C. PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

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 NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C..

Plan sponsor

Name

NEWMAN WILLIAMS MISHKIN CORVELEYN WOLFE & FARERI, P.C.

EIN

23-1919147

Address

712 MONROE ST · STROUDSBURG, PA · 183602131

Phone

(570) 421-9090

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

2025-11-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 Law Offices plans

LABBATE, BALKAN, COLAVITA & CONTINI, LLP

L'ABBATE & BALKAN 401-K PLAN

$16.3M · 29 participants

GOLDSTEIN, BORGEN, DARDARIAN, AND HO, A PROFESSIONAL CORPORATION

GOLDSTEIN, BORGEN, DARDARIAN, AND HO 401(K) PROFIT SHARING PLAN AND TRUST

$16.3M · 16 participants

ERICKSON IMMIGRATION GROUP

ERICKSON IMMIGRATION GROUP RETIREMENT PLAN

$16.3M · 190 participants

COOPER & KIRK, PLLC

COOPER & KIRK, PLLC 401(K) PROFIT SHARING PLAN

$16.3M · 23 participants

WEINBERG, ROGER & ROSENFELD A PROFESSIONAL CORPORATION