How big is Stephen Warshafsky MDIM-PLLC's plan?

Stephen Warshafsky MDIM-PLLC's plan reported $670K in assets and 1 participants for 2022.

Original filing (PDF)20230803150309NAL0040690738001

Stephen Warshafsky MDIM-PLLC

Name: Stephen Warshafsky MDIM-PLLC — Stephen Warshafsky, Form 5500 (2022)
Creator: Stephen Warshafsky MDIM-PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Warshafsky MDIM-PLLC 401(k) Profit Sharing Plan and TRU

401(k) retirement plan · Stephen Warshafsky MDIM-PLLC's Stephen Warshafsky MDIM-PLLC 401(k) Profit Sharing Plan and TRU held $670K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

People on this filing

Susan KIM signed Stephen Warshafsky MDIM-PLLC's 2022 Form 5500 as plan administrator.

Susan KIM — 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

Stephen Warshafsky MDIM-PLLC's EIN is 27-0627768.

EIN 27-0627768

Plan number 001

Plan year 2022

ACK ID 20230803150309NAL0040690738001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Stephen Warshafsky MDIM-PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Stephen Warshafsky MDIM-PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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

Plan sponsor

Name

STEPHEN WARSHAFSKY MDIM-PLLC

EIN

all filings

Address

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

Phone

(914) 260-4729

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator