Original filing (PDF)20241004151248NAL0005790083001

DAVID N. MARDER

Name: DAVID N. MARDER — DAVID N. MARDER DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: DAVID N. MARDER

Form 5500-SF

FILING_RECEIVED

DAVID N. MARDER DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 DAVID N. MARDER.

Plan sponsor

Name

DAVID N. MARDER

EIN

95-2672798

Address

5321 ORRVILLE AVENUE · WOODLAND HILLS, CA · 91367

Phone

(323) 939-1196

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

1A · Pay-related DB formula

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

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