Original filing (PDF)20250904105725NAL0009682067001

MARTIN F. STATFELD C/O VISTA TAX GROUP, LLC

Name: MARTIN F. STATFELD C/O VISTA TAX GROUP, LLC — MARTIN F. STATFELD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARTIN F. STATFELD C/O VISTA TAX GROUP, LLC

Form 5500-SF

FILING_RECEIVED

MARTIN F. STATFELD PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 MARTIN F. STATFELD C/O VISTA TAX GROUP, LLC.

Plan sponsor

Name

MARTIN F. STATFELD C/O VISTA TAX GROUP, LLC

EIN

20-8044011

Address

120 COLUMBIA TURNPIKE · FLORHAM PARK, NJ · 07932

Phone

(973) 593-0500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

MCKINNON WEALTH MANAGEMENT

MCKINNON WEALTH MANAGEMENT 401(K) PLAN

$2.4M · 8 participants

RETIREMENT & 401(K) PLAN ADVISORS, LLC

SCOTT LEVERENZ CASH BALANCE PLAN

$2.4M · 3 participants

CHARTMARK INVESTMENTS, INC.

CHARTMARK INVESTMENTS, INC. RETIREMENT PLAN

$2.4M · 4 participants

MCNAMARA FINANCIAL SERVICES IN

MCNAMARA FINANCIAL SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST

$2.4M · 14 participants

DARRELL FINANCIAL SERVICES, LLC

DARRELL FINANCIAL SERVICES 401(K) PS PLAN