Original filing (PDF)20241007113534NAL0008830691003

S. David Belsky & Associates, CPAS

Name: S. David Belsky & Associates, CPAS — S. David Belsky, Form 5500 (2023)
Creator: S. David Belsky & Associates, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S. David Belsky Pension Trust

Defined-benefit pension plan · S. David Belsky & Associates, CPAS' S. David Belsky Pension Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

S. David Belsky CPA signed S. David Belsky & Associates, CPAS' 2023 Form 5500 as plan administrator.

S. David Belsky CPA — 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 & Associates, CPAS' EIN is 13-3313244.

EIN 13-3313244

Plan number 002

Plan year 2023

ACK ID 20241007113534NAL0008830691003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for S. David Belsky & Associates, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

S. David Belsky & Associates, CPAS' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S. DAVID BELSKY & ASSOCIATES, CPAS.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score