· 2022–2024 · DOL EFAST2

LUBENESKY AND ASSOCIATES LLC — LUBENESKY AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250411102632NAL0023164929001

LUBENESKY AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

LUBENESKY AND ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LUBENESKY AND ASSOCIATES LLC

EIN

47-1875457all filings

Address

539 VALLEY RD STE 2 · MONTCLAIR, NJ · 070433814

Phone

(973) 707-3393

Industry

Law Offices· Professional & Technical Servicessee 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

2025-04-11

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ALLISON & ESTELL, LLC

ALLISON & ESTELL, LLC 401(K) PLAN

$166K · 6 participants

HAGGARD AND SIMPSON PC

HAGGARD SIMPSON SAVINGS PLAN

TANGREDI LEBSON LLP

TANGREDI LEBSON LLP 401(K) PROFIT SHARING PLAN

$166K · 5 participants

THE LAW OFFICE OF TIMOTHY P. KOL

THE LAW OFFICE OF TIMOTHY P. KOLLER 401K PLAN

$166K · 4 participants

BRENDAN C FLANAGAN PC

BRENDAN C FLANAGAN PC 401(K) PLAN

$166K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.