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RUSSELL KOHN ESQUIRE — RUSSELL S KOHN DEFINED BENEFIT PENSION PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230607123155NAL0057405698001
RUSSELL KOHN ESQUIRE
Form 5500-SF
FILING_RECEIVED
RUSSELL S KOHN DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 30.7 mo
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RUSSELL KOHN ESQUIRE
.
Find decision makers
Plan sponsor
Name
RUSSELL KOHN ESQUIRE
EIN
33-0939637
Address
2170 S EL CAMINO REAL STE 201 · OCEANSIDE, CA · 920546203
Phone
(760) 721-8182
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2023-06-07
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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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Knocking points off
Filed 30.7 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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