· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID B MIRSKY, CPA/PFS, CFP,CMA — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250228130013NAL0001767216001
DAVID B MIRSKY, CPA/PFS, CFP,CMA
Form 5500-SF
FILING_RECEIVED
DAVID B MIRSKY, CPA/PFS, CFP,CMA
401(k) retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
87
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID B MIRSKY, CPA/PFS, CFP,CMA
.
Find decision makers
Plan sponsor
Name
DAVID B MIRSKY, CPA/PFS, CFP,CMA
EIN
16-1487897
Address
1491 EAST AVE · ROCHESTER, NY · 14610
Phone
(585) 764-2962
Industry
Finance & Insurance
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
2025-02-28
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size Finance & Insurance plans
PETERSON WEALTH SERVICES
PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 6 participants
WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL
WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL CASH BALANCE PLAN
$2.0M · 8 participants
PEI GLOBAL PARTNERS HOLDINGS LLC
PEI GLOBAL PARTNERS CASH BALANCE PLAN
$2.0M · 10 participants
ARCAPITA INVESTMENT MANAGEMENT US INC.
ARCAPITA INVESTMENT MANAGEMENT US INC. 401(K) PLAN
$2.0M · 13 participants
EC GROUP HOLDINGS, INC.
90
Knocking points off
No active participants reported but plan still holds assets.
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.
EC GROUP 401(K) RETIREMENT PLAN
$2.0M · 4 participants
H C DENISON CO
H C DENISON CO 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 8 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
