Original filing (PDF)20250702122337NAL0013678609001

SIDNEY FINKELSTEIN, P.A.

Name: SIDNEY FINKELSTEIN, P.A. — SIDNEY FINKELSTEIN, P.A. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SIDNEY FINKELSTEIN, P.A.

Form 5500-SF

FILING_RECEIVED

SIDNEY FINKELSTEIN, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$906K

Net assets (EOY)

$906K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SIDNEY FINKELSTEIN, P.A.

EIN

22-2202606all filings

Address

295 PIERSON AVENUE · EDISON, NJ · 088373118

Phone

(732) 321-0010

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-02

Pension benefit codes

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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