Original filing (PDF)20250803104414NAL0000401968001

SERBINSKI & ASSOCIATES INC.

Name: SERBINSKI & ASSOCIATES INC. — SERBINSKI & ASSOCIATES INC. 401(K) PLAN, Form 5500 (2024)
Creator: SERBINSKI & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

SERBINSKI & ASSOCIATES INC. 401(K) PLAN

Defined-benefit pension plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 SERBINSKI & ASSOCIATES INC..

Plan sponsor

Name

SERBINSKI & ASSOCIATES INC.

EIN

16-1354113

Address

12870 TRADE WAY FOUR, #107-415 · BONITA SPRINGS, FL · 34135

Phone

—

Industry

Real Estatesee all

Plan administrator

Name

SERBINSKI & ASSOCIATES, INC.

EIN

16-1354113

City

BONITA SPRINGS, FL

Phone

(773) 867-2914

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-03

Pension benefit codes

1A · Pay-related DB formula

2G · Total participant-directed accounts

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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