Original filing (PDF)20250421105335NAL0005117248001

POLSKY SHOULDICE & ROSEN PC

Name: POLSKY SHOULDICE & ROSEN PC — POLSKY SHOULDICE & ROSEN P.C. 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: POLSKY SHOULDICE & ROSEN PC

Form 5500-SF

FILING_RECEIVED

POLSKY SHOULDICE & ROSEN P.C. 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 POLSKY SHOULDICE & ROSEN PC.

Plan sponsor

Name

POLSKY SHOULDICE & ROSEN PC

EIN

11-3237948

Address

500 MERRICK RD. · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 594-0909

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

POLSKY SHOULDICE & ROSEN PC

EIN

11-3237948

City

ROCKVILLE CENTRE, NY

Phone

(516) 594-0909

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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