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ROBERT C. GOTTLIEB & ASSOCIATES PLLC — ROBERT C. GOTTLIEB & ASSOCIATES PLLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241009121120NAL0036920754001
ROBERT C. GOTTLIEB & ASSOCIATES PLLC
Form 5500-SF
FILING_RECEIVED
ROBERT C. GOTTLIEB & ASSOCIATES PLLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT C. GOTTLIEB & ASSOCIATES PLLC
.
Find decision makers
Plan sponsor
Name
ROBERT C. GOTTLIEB & ASSOCIATES PLLC
EIN
46-3681617
Address
THE TRINITY BUILDING, 111 BROADWAY · 111 BROADWAY - SUITE 701 · NEW YORK, NY · 10006
Phone
(212) 566-7766
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
Pension benefit codes
1A · Pay-related DB formula
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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