Original filing (PDF)20240318134109NAL0005606881001

ZUCKER AND ASSOCIATES, P.A

Name: ZUCKER AND ASSOCIATES, P.A — ZUCKER AND ASSOCIATES, P.A. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ZUCKER AND ASSOCIATES, P.A

Form 5500-SF

FILING_RECEIVED

ZUCKER AND ASSOCIATES, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ZUCKER AND ASSOCIATES, P.A

EIN

65-0420449all filings

Address

2300 GLADES RD STE 135E · BOCA RATON, FL · 334318536

Phone

(561) 392-5779

Industry