Original filing (PDF)20250714104542NAL0000965921001

NEIL J. MARCUS, ATTY AT LAW

Name: NEIL J. MARCUS, ATTY AT LAW — NEIL MARCUS MONEY PURCHASE KEOGH RETIREMENT PLAN, Form 5500 (2024)
Creator: NEIL J. MARCUS, ATTY AT LAW

Form 5500-SF

FILING_RECEIVED

NEIL MARCUS MONEY PURCHASE KEOGH RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 NEIL J. MARCUS, ATTY AT LAW.

Plan sponsor

Name

NEIL J. MARCUS, ATTY AT LAW

EIN

25-1312290

Address

PO BOX 652 · MONONGAHELA, PA · 150630652

Phone

(724) 258-8444

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

2C · Money purchase (other than target benefit)

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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