How big is The Plotsky Group, Inc.'s plan?

The Plotsky Group, Inc.'s plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250701223646NAL0007256275001

The Plotsky Group, Inc.

Name: The Plotsky Group, Inc. — Larry Plotsky Group, Inc., Form 5500 (2024)
Creator: The Plotsky Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larry Plotsky Group, Inc. Profit Sharing Plan

Defined-contribution retirement plan · The Plotsky Group, Inc.'s Larry Plotsky Group, Inc. Profit Sharing Plan held $1.2M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

The Plotsky Group, Inc.'s EIN is 76-0367417.

EIN 76-0367417

Plan number 003

Plan year 2024

ACK ID 20250701223646NAL0007256275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Plotsky Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Plotsky Group, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

THE PLOTSKY GROUP, INC.

EIN

all filings

Address

2701 WESTHEIMER RD., #3E · HOUSTON, TX · 77098

Phone

(713) 203-4545

Industry

Real Estate

Plan administrator