How big is Joseph I. Stein, M.D's plan?

Joseph I. Stein, M.D's plan reported $7.9M in assets and 3 participants for 2025.

Original filing (PDF)20260331201259NAL0000500129002

Joseph I. Stein, M.D

Name: Joseph I. Stein, M.D — Joseph I. Stein, M.D. Profit, Form 5500 (2025)
Creator: Joseph I. Stein, M.D
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph I. Stein, M.D. Profit Sharing Plan

Defined-contribution retirement plan · Joseph I. Stein, M.D's Joseph I. Stein, M.D. Profit Sharing Plan held $7.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Joseph I. Stein signed Joseph I. Stein, M.D's 2025 Form 5500 as plan administrator.

Joseph I. Stein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joseph I. Stein, M.D's EIN is 11-2854651.

EIN 11-2854651

Plan number 001

Plan year 2025

ACK ID 20260331201259NAL0000500129002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph I. Stein, M.D from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph I. Stein, M.D's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH I. STEIN, M.D.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score