Original filing (PDF)20251010121900NAL0012573696001

REBECCA CHAIKLIN SOLE PROPRIETOR

Name: REBECCA CHAIKLIN SOLE PROPRIETOR — REBECCA CHAIKLIN SOLE PROPRIETOR CASH BALANCE PLAN, Form 5500 (2024)
Creator: REBECCA CHAIKLIN SOLE PROPRIETOR

Form 5500-SF

FILING_RECEIVED

REBECCA CHAIKLIN SOLE PROPRIETOR CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REBECCA CHAIKLIN SOLE PROPRIETOR.

Plan sponsor

Name

REBECCA CHAIKLIN SOLE PROPRIETOR

EIN

85-3676793

Address

182 VAN DALE ROAD · WOODSTOCK, NY · 12498

Phone

(917) 414-1336

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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