How big is Hanni Flaherty LCSW PC's plan?

Hanni Flaherty LCSW PC's plan reported $16K in assets and 3 participants for 2022.

Original filing (PDF)20230514100732NAL0034626449001

Hanni Flaherty LCSW PC

Name: Hanni Flaherty LCSW PC — Collaborative Therapy, Form 5500 (2022)
Creator: Hanni Flaherty LCSW PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Therapy 401(k) Plan

401(k) retirement plan · Hanni Flaherty LCSW PC's Collaborative Therapy 401(k) Plan held $16K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Zackary Forrest Riley signed Hanni Flaherty LCSW PC's 2022 Form 5500 as plan administrator.

Zackary Forrest Riley — 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

Hanni Flaherty LCSW PC's EIN is 87-2029388.

EIN 87-2029388

Plan number 001

Plan year 2022

ACK ID 20230514100732NAL0034626449001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Hanni Flaherty LCSW PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Hanni Flaherty LCSW PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANNI FLAHERTY LCSW PC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HANNI FLAHERTY LCSW PC

EIN

all filings

Address

420 EAST 23RD STREET · 13G · NEW YORK, NY · 10010

Phone

(929) 306-6928

Industry

Health Care & Social Assistance

Plan administrator