Original filing (PDF)20231213100020NAL0015395363001

ROBERTA K FELDMAN

Name: ROBERTA K FELDMAN — ROBERTA K FELDMAN 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ROBERTA K FELDMAN

Form 5500-SF

FILING_RECEIVED

ROBERTA K FELDMAN 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTA K FELDMAN.

Plan sponsor

Name

ROBERTA K FELDMAN

EIN

83-3680113

Address

290 LINDEN OAKS SUITE 200 · ROCHESTER, NY · 14625

Phone

(585) 218-8600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-12-04

Filed

2023-12-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

Related plans

Similar-size Law Offices plans

ELDER & PHILLIPS, P.C.

ELDER & PHILLIPS, P.C. CUSTOM 401(K) PLAN AND TRUST

J R PHILLIPS & ASSOCIATES PC

J R PHILLIPS & ASSOCIATES PC 401(K) P/S PLAN

ENGINEERING INSPECTION TECHNOL

ENGINEERING INSPECTION TECHNOL 401(K) PROFIT SHARING PLAN & TRUST

$0 · 7 participants

KENNETH C. LEACH & ASSOCIATES, P.C.

KENNETH C. LEACH & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

WACHA & JUSTEN LLC

WACHA & JUSTEN LLC SAFE HARBOR 401(K) PLAN