How big is Purcell & Lefkowitz LLP's plan?

Purcell & Lefkowitz LLP's plan reported $862K in assets and 2 participants for 2024.

Original filing (PDF)20250731181257NAL0002791811001

Purcell & Lefkowitz LLP

Name: Purcell & Lefkowitz LLP — Purcell & Lefkowitz LLP, Form 5500 (2024)
Creator: Purcell & Lefkowitz LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purcell & Lefkowitz LLP Cash Balance Plan

Defined-benefit pension plan · Purcell & Lefkowitz LLP's Purcell & Lefkowitz LLP Cash Balance Plan held $862K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

People on this filing

Heather Stewart signed Purcell & Lefkowitz LLP's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Purcell & Lefkowitz LLP's EIN is 81-2130812.

EIN 81-2130812

Plan number 002

Plan year 2024

ACK ID 20250731181257NAL0002791811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Purcell & Lefkowitz LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Purcell & Lefkowitz LLP's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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