How big is S. David Belsky's plan?

S. David Belsky's plan reported $4.4M in assets and 2 participants for 2024.

Original filing (PDF)20251009120201NAL0006946497005

S. David Belsky

Name: S. David Belsky — S. David Belsky, CPA Profit, Form 5500 (2024)
Creator: S. David Belsky
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S. David Belsky, CPA Profit Sharing Plan

Defined-contribution retirement plan · S. David Belsky's S. David Belsky, CPA Profit Sharing Plan held $4.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

S. David Belsky signed S. David Belsky's 2024 Form 5500 as plan administrator.

S. David Belsky — 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

S. David Belsky's EIN is 13-3313244.

EIN 13-3313244

Plan number 001

Plan year 2024

ACK ID 20251009120201NAL0006946497005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S. David Belsky from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S. David Belsky'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 S. DAVID BELSKY.

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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