How big is Milton Estner a Professional Corporation's plan?

Milton Estner a Professional Corporation's plan reported $636K in assets and 2 participants for 2024.

Original filing (PDF)20250503174748NAL0013215314001

Milton Estner a Professional Corporation

Name: Milton Estner a Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Milton Estner a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Estner Profit Sharing Plan

Defined-contribution retirement plan · Milton Estner a Professional Corporation's Estner Profit Sharing Plan held $636K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$636K

Net assets (EOY)

$636K

People on this filing

Joshua Estner signed Milton Estner a Professional Corporation's 2024 Form 5500 as plan administrator.

Joshua Estner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milton Estner a Professional Corporation's EIN is 25-1291754.

EIN 25-1291754

Plan number 001

Plan year 2024

ACK ID 20250503174748NAL0013215314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milton Estner a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milton Estner a Professional Corporation's plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILTON ESTNER A PROFESSIONAL CORPORATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MILTON ESTNER A PROFESSIONAL CORPORATION

EIN

all filings

Address

5781 ROOSEVELT AVE · EXPORT, PA · 156321115

Phone

(724) 327-8635

Industry

CPA Offices· Professional & Technical Services

Plan administrator