Original filing (PDF)20250926085524NAL0021249714001

PENA & KAHN PLLC

Name: PENA & KAHN PLLC — STEVEN KAHN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PENA & KAHN PLLC

Form 5500-SF

FILING_RECEIVED

STEVEN KAHN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

105

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENA & KAHN PLLC.

Plan sponsor

Name

PENA & KAHN PLLC

EIN

81-0675569

Address

1250 WATERS PLACE · SUITE 901 · BRONX, NY · 10461

Phone

(718) 585-6551

Industry

Law Offices· 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

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

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