Original filing (PDF)20250515123221NAL0044569010001

JOSEPH A. FIERMAN & SON, INC.

Name: JOSEPH A. FIERMAN & SON, INC. — FIERMAN PROFIT SHARING TRUST, Form 5500 (2023)
Creator: JOSEPH A. FIERMAN & SON, INC.

Form 5500-SF

FILING_RECEIVED

FIERMAN PROFIT SHARING TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38.0M

Net assets (EOY)

$38.0M

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 JOSEPH A. FIERMAN & SON, INC..

Plan sponsor

Name

JOSEPH A. FIERMAN & SON, INC.

EIN

13-5656183

Address

16 RADIO CIRCLE DRIVE - SUITE 201 · MOUNT KISCO, NY · 10549

Phone

(914) 273-3700

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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