How big is Assaf and David, LLC's plan?

Assaf and David, LLC's plan reported $16K in assets and 9 participants for 2024.

Original filing (PDF)20251126140451NAL0004717249001

Assaf and David, LLC

Name: Assaf and David, LLC — Assaf and David, LLC SOCA, Form 5500 (2024)
Creator: Assaf and David, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assaf and David, LLC SOCA Benefit Plan

Health & welfare plan · Assaf and David, LLC's Assaf and David, LLC SOCA Benefit Plan held $16K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$6K

People on this filing

Matt Appenzeller signed Assaf and David, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Assaf and David, LLC's EIN is 27-0132677.

EIN 27-0132677

Plan number 501

Plan year 2024

ACK ID 20251126140451NAL0004717249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Assaf and David, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Assaf and David, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score