Original filing (PDF)20250708134300NAL0011093074001

MALTIN WEALTH MANAGEMENT, INC.

Name: MALTIN WEALTH MANAGEMENT, INC. — MALTIN WEALTH MANAGEMENT, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MALTIN WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

MALTIN WEALTH MANAGEMENT, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 MALTIN WEALTH MANAGEMENT, INC..

Plan sponsor

Name

MALTIN WEALTH MANAGEMENT, INC.

EIN

46-0936886

Address

294 W END AVE. · RIDGEWOOD, NJ · 07450

Phone

(201) 215-3855

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Finance & Insurance plans

HARBOUR CAPITAL ADVISORS LLC

HARBOUR CAPITAL ADVISORS, LLC 401K PLAN

$1.3M · 13 participants

DORVAL CORPORATION

DORVAL & CHORNE FINANCIAL ADVISORS 401(K) PLAN

$1.3M · 7 participants

MEASURED RISK PORTFOLIOS, INC.

MEASURED RISK PORTFOLIOS, INC. 401(K) PLAN

$1.3M · 7 participants

PARAGON FINANCIAL, INC.

PARAGON FINANCIAL, INC. 401(K) PSP

$1.3M · 3 participants

ROYAL PACIFIC HOLDING GROUP INC.

ROYAL PACIFIC HOLDING GROUP INC. 401(K) PLAN