How big is Sidney Finkelstein, P.A.'s plan?

Sidney Finkelstein, P.A.'s plan reported $906K in assets and 5 participants for 2023.

Original filing (PDF)20250702122337NAL0013678609001

Sidney Finkelstein, P.A.

Name: Sidney Finkelstein, P.A. — Sidney Finkelstein, P.A., Form 5500 (2023)
Creator: Sidney Finkelstein, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sidney Finkelstein, P.A. Profit Sharing Plan

Defined-contribution retirement plan · Sidney Finkelstein, P.A.'s Sidney Finkelstein, P.A. Profit Sharing Plan held $906K in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$906K

Net assets (EOY)

$906K

Plan identifiers

Sidney Finkelstein, P.A.'s EIN is 22-2202606.

EIN 22-2202606

Plan number 002

Plan year 2023

ACK ID 20250702122337NAL0013678609001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sidney Finkelstein, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sidney Finkelstein, P.A.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIDNEY FINKELSTEIN, P.A..

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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

Vendor & structure

100

Helping the score