Original filing (PDF)20241015152506NAL0014961283001

SOMEKH & ASSOCIATES, PLLC

Name: SOMEKH & ASSOCIATES, PLLC — SOMEKH & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2023)
Creator: SOMEKH & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

SOMEKH & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SOMEKH & ASSOCIATES, PLLC

EIN

47-2600922all filings

Address

247-67 JERICHO TURNPIKE · BELLEROSE, NY · 11426

Phone

(718) 740-3300

Industry

Law Offices· Professional & Technical Servicessee 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

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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 Law Offices plans

BRECHEEN FELDMAN BREIMER SILVER

BRECHEEN FELDMAN BREIMER SILVER THOMPSON LLP 401K PLAN

$350K · 8 participants

DAVID J SIMMONS AND ASSOCIATES

$350K · 20 participants

BEAULIEU - FAWCETT LAW GROUP, PA

BEAULIEU - FAWCETT LAW GROUP, PA 401(K) PLAN

$350K · 10 participants

DC AFFORDABLE LAW FIRM

DC AFFORDABLE LAW FIRM 401(K) PLAN

$350K · 29 participants

THE MCMINN EMPLOYMENT LAW FIRM LLC

THE MCMINN EMPLOYMENT LAW FIRM LLC 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.