Larry Zacks Realty, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Larry Zacks Realty, INC.
  • Sponsor EIN: 274409435
  • Sponsor Address: PO BOX 885, MAHOPAC, NY, 10541
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 3
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$1.6M$0$0
20243$1.6M$4,196$30,500
20233$1.3M$4,299$30,000
20223$942,579$5,400$27,000

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