Original filing (PDF)20250527142634NAL0010686288001

ALAN Z. APPELBAUM

Name: ALAN Z. APPELBAUM — ALAN Z. APPELBAUM 401(K) PLAN, Form 5500 (2024)
Creator: ALAN Z. APPELBAUM

Form 5500-SF

FILING_RECEIVED

ALAN Z. APPELBAUM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ALAN Z. APPELBAUM

EIN

81-0877786all filings

Address

5500 NORTH MILITARY TRAIL #224 · BOCA RATON, FL · 33496

Phone

(954) 695-0073

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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