Original filing (PDF)20240723084006NAL0023818306001

ALAN Margolin & Associates Consu

Name: ALAN Margolin & Associates Consu — ALAN Margolin &, Form 5500 (2023)
Creator: ALAN Margolin & Associates Consu
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN Margolin & Associates CON

401(k) retirement plan · ALAN Margolin & Associates Consu's ALAN Margolin & Associates CON filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew Borek signed ALAN Margolin & Associates Consu's 2023 Form 5500 as plan administrator.

Andrew Borek — 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

ALAN Margolin & Associates Consu's EIN is 46-2907866.

EIN 46-2907866

Plan number 001

Plan year 2023

ACK ID 20240723084006NAL0023818306001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ALAN Margolin & Associates Consu from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ALAN Margolin & Associates Consu's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN MARGOLIN & ASSOCIATES CONSU.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off