Original filing (PDF)20231016202719NAL0052488352001

GREENBLATT & ASSOCIATES

Name: GREENBLATT & ASSOCIATES — FREDRIC J. GREENBLATT PROFIT SHARING PLAN, Form 5500 (2022)
Creator: GREENBLATT & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

FREDRIC J. GREENBLATT PROFIT SHARING PLAN

Defined-contribution retirement 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENBLATT & ASSOCIATES.

Plan sponsor

Name

GREENBLATT & ASSOCIATES

EIN

95-4329073

Address

22151 VENTURA BLVD., SUITE 200 · WOODLAND HILLS, CA · 913641666

Phone

(818) 992-1188

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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