Original filing (PDF)20241217062845NAL0004395506001

PLAFSKY FAMILY LLC

Name: PLAFSKY FAMILY LLC — PLAFSKY FAMILY LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PLAFSKY FAMILY LLC

Form 5500-SF

FILING_RECEIVED

PLAFSKY FAMILY LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 37.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 PLAFSKY FAMILY LLC.

Plan sponsor

Name

PLAFSKY FAMILY LLC

EIN

82-3472600

Address

2200 BUTTS ROAD · SUITE 330 · BOCA RATON, FL · 33431

Phone

(954) 767-0107

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-12-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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