How big is Pollack & Cooperman, PC.'s plan?

Pollack & Cooperman, PC.'s plan reported $146K in assets and 2 participants for 2022.

Original filing (PDF)20230601120458NAL0042416050001

Pollack & Cooperman, PC.

Name: Pollack & Cooperman, PC. — Pollack & Cooperman, PC., Form 5500 (2022)
Creator: Pollack & Cooperman, PC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pollack & Cooperman, PC. 401(k) P/S Plan & Trust

401(k) retirement plan · Pollack & Cooperman, PC.'s Pollack & Cooperman, PC. 401(k) P/S Plan & Trust held $146K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Karen Ventiere signed Pollack & Cooperman, PC.'s 2022 Form 5500 as plan administrator.

Karen Ventiere — 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

Pollack & Cooperman, PC.'s EIN is 45-5472520.

EIN 45-5472520

Plan number 001

Plan year 2022

ACK ID 20230601120458NAL0042416050001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Pollack & Cooperman, PC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Pollack & Cooperman, PC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score