Original filing (PDF)20230803150309NAL0040690738001

STEPHEN WARSHAFSKY MDIM-PLLC

Name: STEPHEN WARSHAFSKY MDIM-PLLC — STEPHEN WARSHAFSKY MDIM-PLLC 401K PROFIT SHARING PLAN AND TRU, Form 5500 (2022)
Creator: STEPHEN WARSHAFSKY MDIM-PLLC

Form 5500-SF

FILING_RECEIVED

STEPHEN WARSHAFSKY MDIM-PLLC 401K PROFIT SHARING PLAN AND TRU

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN WARSHAFSKY MDIM-PLLC.

Plan sponsor

Name

STEPHEN WARSHAFSKY MDIM-PLLC

EIN

27-0627768

Address

1055 SAW MILL RIVER RD · STE 206 · ARDSLEY, NY · 10502

Phone

(914) 260-4729

Industry