form5500lookup

Form 5500 · Retirement plan · NEW YORK, NY

PRAGER METIS CPAS, LLC

The filing calls this plan PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN II.

PRAGER METIS CPAS, LLC of NEW YORK, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
LINCOLN NATIONAL LIFE INSURANCE COM
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1667465 · plan 002 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
280
Contracts on file
1
Contract value
$1,826,146
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $1,826,146 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC33December$1,826,146$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

DANZIGER & MARKHOFF LLP
Recordkeeping and information management · EIN 13-3010201
$25,132
paid directly by the plan
LEAFHOUSE FINANCIAL ADVISORS
CONSULTANT · EIN 26-4311657
$30,778
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-0472300
$140,121
paid directly by the plan
CARON & BLETZER, PLLC
Accounting and audit · EIN 04-3499945
$16,000
paid directly by the plan
PERIGON WEALTH MANAGEMENT
CONSULTANT · EIN 20-1006470
$30,778
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$34,952,408
Paid out in benefits
$2,294,459
Participants at the start of the year
280
Participants with account balances
286

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3010201
DANZIGER & MARKHOFF LLP
Independent accountantEIN 04-3499945
CARON & BLETZER, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Medical & Dental PlanInsured benefit plan · 5 Schedule A contractsRenews ~Jan 1401(K) Savings Plan IRetirement plan · 1 Schedule A contract

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