· 2022–2024 · DOL EFAST2

MARK L. LUBELSKY AND ASSOCIATES — MARK L. LUBELSKY AND ASSOCIATES PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251008202857NAL0009998112001

MARK L. LUBELSKY AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MARK L. LUBELSKY AND ASSOCIATES PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

4

Accounts w/ balance

6

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK L. LUBELSKY AND ASSOCIATES.

Plan sponsor

Name

MARK L. LUBELSKY AND ASSOCIATES

EIN

13-4147834

Address

90 BROAD STREET · 3RD FLOOR · NEW YORK, NY · 10004

Phone

(212) 242-7480

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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 providers

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