Original filing (PDF)20251001121854NAL0017794467001

CAESAR, NAPOLI & SPIVAK PLLC

Name: CAESAR, NAPOLI & SPIVAK PLLC — CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CAESAR, NAPOLI & SPIVAK PLLC

Form 5500-SF

FILING_RECEIVED

CAESAR, NAPOLI & SPIVAK PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 CAESAR, NAPOLI & SPIVAK PLLC.

Plan sponsor

Name

CAESAR, NAPOLI & SPIVAK PLLC

EIN

88-0731226

Address

233 BROADWAY, SUITE 2348 · NEW YORK, NY · 10279

Phone

(212) 226-2100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

WILLIAM J. STOGSDILL, JR., P.C.

WILLIAM J. STOGSDILL, JR.,P.C. 401(K) PROFIT SHARING PLAN

$3.9M · 17 participants

COWARD, HICKS AND SILER, P.A.

COWARD, HICKS AND SILER, P.A. RETIREMENT PLAN

$3.9M · 23 participants

BARTON, HALL & SCHNIEDERS, P.C.

BARTON, HALL & SCHNIEDERS, P.C. 401(K) PROFIT SHARING PLAN & TRUST

$3.9M · 7 participants

MORRIS, LEE, BAYLE & WILLIS, LLC

MORRIS, LEE & BAYLE, LLC 401(K) PLAN

$3.9M · 7 participants

ERSKINE & BLACKBURN, PLLC