Original filing (PDF)20250515120706NAL0019519073001

HARVEY GINSBERG & CO CPAS P C

Name: HARVEY GINSBERG & CO CPAS P C — HARVEY GINSBERG & CO CPAS P C 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HARVEY GINSBERG & CO CPAS P C

Form 5500-SF

FILING_RECEIVED

HARVEY GINSBERG & CO CPAS P C 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

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 HARVEY GINSBERG & CO CPAS P C.

Plan sponsor

Name

HARVEY GINSBERG & CO CPAS P C

EIN

13-3677480

Address

555 PLEASANTVILLE RD · BRIARCLIFF MANOR, NY · 105101955

Phone

(914) 741-6700

Industry

Other Services (ex. Public Admin)see 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

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LAW OFFICE OF MICHAEL H JOSEPH

LAW OFFICE OF MICHAEL H JOSEPH 401(K) PROFIT SHARING PLAN & TRUST

$567K · 6 participants

ESSENTIAL SERVICES LLC

ESSENTIAL SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST

$568K · 295 participants

SHETTERLY TEAM LLC

SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST

$567K · 5 participants

PACIFIC PREMIER INSURANCE ASSO

PACIFIC PREMIER INSURANCE ASSO 401(K) PROFIT SHARING PLAN & TRUST

$568K · 7 participants

GLASS CITY TALENT LLC