Original filing (PDF)20251015082129NAL0005665344001

STULBERG & WALSH, LLP

Name: STULBERG & WALSH, LLP — STULBERG & WALSH, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STULBERG & WALSH, LLP

Form 5500-SF

FILING_RECEIVED

STULBERG & WALSH, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 STULBERG & WALSH, LLP.

Plan sponsor

Name

STULBERG & WALSH, LLP

EIN

13-3309770

Address

14 WALL ST. STE 5G · NEW YORK, NY · 10005

Phone

(212) 268-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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