Original filing (PDF)20250520125627NAL0001150497001

ALAN H SIEGEL DC PC

Name: ALAN H SIEGEL DC PC — ALAN H SIEGEL DC PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALAN H SIEGEL DC PC

Form 5500-SF

FILING_RECEIVED

ALAN H SIEGEL DC PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN H SIEGEL DC PC.

Plan sponsor

Name

ALAN H SIEGEL DC PC

EIN

47-3706405

Address

7 WATCH HILL RD · PLEASANTVILLE, NY · 105702534

Phone

(917) 359-8901

Industry

All Other Professional Services· 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

2025-05-20

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ANOTHER ROUND ANOTHER RALLY

ANOTHER ROUND ANOTHER RALLY 401(K) PLAN

$101K · 4 participants

ORENDA

ORENDA 401(K) PLAN

$101K · 13 participants

ATRILITY MEDICAL, INC.

ATRILITY MEDICAL, INC. RETIREMENT TRUST

$101K · 5 participants

BASILONE EXECUTIVE SEARCH, INC.

BASILONE EXECUTIVE SEARCH, INC. 401(K) PLAN

$101K · 3 participants

KELLYS TROPHIES

KELLYS TROPHIES 401(K) PROFIT SHARING PLAN & TRUST

$101K · 17 participants