Original filing (PDF)20250926085443NAL0011597235001

PENA & KAHN PLLC

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

Form 5500-SF

FILING_RECEIVED

STEVEN KAHN PENSION PLAN

Defined-benefit pension plan

Active participants

103

Accounts w/ balance

—

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Law Offices plans

HEARD & MEDACK, P.C.

HEARD & MEDACK 401(K) PLAN

$6.7M · 16 participants

MUSGRAVE, MCLACHLAN & PENN, LLC

MUSGRAVE, MCLACHLAN & PENN 401(K) PROFIT SHARING PLAN AND TRUST

$6.7M · 24 participants

DUMMIT, BUCHHOLZ & TRAPP

DUMMIT, BUCHHOLZ & TRAPP 401(K) PLAN

$6.7M · 56 participants

COHEN ZIFFER FRENCHMAN & MCKENNA LLP

COHEN ZIFFER FRENCHMAN & MCKENNA 401(K) PLAN

$6.7M · 44 participants

FRIEDMAN, FRAMME & THRUSH, P.A.

FRIEDMAN, FRAMME & THRUSH, P.A. 401(K) PLAN