Original filing (PDF)20240312103400NAL0060395538001

Scott Garbien

Name: Scott Garbien — Scott Garbien 401(k) Plan, Form 5500 (2023)
Creator: Scott Garbien
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Garbien 401(k) Plan

401(k) retirement plan · Scott Garbien's Scott Garbien 401(k) Plan held $609K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCOTT GARBIEN

EIN

75-3189788all filings

Address

1 NORTHWESTERN BLVD. · ALBANY, NY · 12211

Phone

(518) 459-4665

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2024-03-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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