· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KULE-KORGOOD AND ASSOCIATES, P.C. — KULE-KORGOOD AND ASSOCIATES, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250501165453NAL0003518337001
KULE-KORGOOD AND ASSOCIATES, P.C.
Form 5500-SF
FILING_RECEIVED
KULE-KORGOOD AND ASSOCIATES, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
KULE-KORGOOD AND ASSOCIATES, P.C.
.
Find decision makers
Plan sponsor
Name
KULE-KORGOOD AND ASSOCIATES, P.C.
EIN
46-4272125
Address
118-35 QUEENS BLVD., 17TH FLOOR · FOREST HILLS, NY · 11375
Phone
(718) 261-0181
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SESSA & DORSEY LLC
SESSA & DORSEY, LLC 401(K) PLAN
$1.1M · 10 participants
ROSE LAW, A PROFESSIONAL CORPORATION
ROSE LAW 401(K) PLAN
$1.1M · 8 participants
COLLINSON LAW, A PROFESSIONAL CORPORATION
COLLINSON LAW, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$1.1M · 24 participants
FADEL & BEYER, LLC
LEE FADEL & BEYER, LLC 401(K) PROFIT SHARING PLAN
$1.1M · 5 participants
KHORSHIDI LAW FIRM, APC
KHORSHIDI LAW FIRM, APC CASH BALANCE PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
$1.1M · 2 participants
THE AR GROUP, LLC
AR GROUP CASH BALANCE PLAN
$1.1M · 6 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
