Original filing (PDF)20250218135241NAL0005478224001

DR. DAVID J. SILVERSTEIN ASSOCIATES

Name: DR. DAVID J. SILVERSTEIN ASSOCIATES — DR. DAVID J. SILVERSTEIN ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DR. DAVID J. SILVERSTEIN ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DR. DAVID J. SILVERSTEIN ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

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 DR. DAVID J. SILVERSTEIN ASSOCIATES.

Plan sponsor

Name

DR. DAVID J. SILVERSTEIN ASSOCIATES

EIN

23-1731989

Address

2920 MARIETTA AVENUE · LANCASTER, PA · 17601

Phone

(717) 898-2356

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

DR. DAVID J. SILVERSTEIN ASSOCIATES

EIN

23-1731989

City

LANCASTER, PA

Phone

(717) 898-2356

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-02-18

Pension benefit codes

2A · Age/service weighted or new comparability

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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