Back to filter
Original filing (PDF)20250911091105NAL0000854162001
GARY E. BASHIAN, P.C.
Form 5500-SF
FILING_RECEIVED
GARY E. BASHIAN, P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARY E. BASHIAN, P.C..
Plan sponsor
Name
GARY E. BASHIAN, P.C.
EIN
13-3744830
Address
235 MAIN STREET · WHITE PLAINS, NY · 106012418
Phone
(914) 946-5100
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-09-11
Pension benefit codes
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
FALLON ASSOCIATES ATTORNEY AT
FALLON ASSOCIATES ATTORNEY AT 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 10 participants
FMS LAW GROUP LLC
FMS LAW GROUP LLC CASH BALANCE PENSION PLAN
$2.3M · 6 participants
SMITH, WELCH, WEBB & WHITE, LLC
SMITH, WELCH, WEBB & WHITE, LLC 401(K) PLAN
$2.3M · 76 participants
LAW OFFICES OF HOLMES, RICH AND SIGLER, P.C.
LAW OFFICES OF HOLMES, RICH AND SIGLER, P.C. 401(K) PLAN
$2.3M · 11 participants
JOHNSON & TAYLOR
JOHNSON & TAYLOR SELF-EMPLOYED RETIREMENT PLAN
$2.3M · 1 participants
MICHAEL J. LAMBROS, P.A.
MICHAEL J. LAMBROS, P.A. PROFIT SHARING PLAN
$2.3M · 4 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B