Original filing (PDF)20250626151606NAL0021088066001

EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES

Name: EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES, Form 5500 (2024)
Creator: EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES.

Plan sponsor

Name

EMPLOYEE BENEFIT PLAN OF LONG ISLAND FINANCIAL MANAGEMENT SERVICES

EIN

27-1905997all filings

Address

3280 SUNRISE HIGHWAY # 365 · WANTAGH, NY · 11793

Phone

(516) 557-2325

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator