How big is David I Stein's plan?

David I Stein's plan reported $2.0M in assets and 1 participants for 2024.

Original filing (PDF)20250927165335NAL0004470771001

David I Stein

Name: David I Stein — David I Stein CPA Keogh Plan, Form 5500 (2024)
Creator: David I Stein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David I Stein CPA Keogh Plan

Defined-contribution retirement plan · David I Stein's David I Stein CPA Keogh Plan held $2.0M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

David Stein signed David I Stein's 2024 Form 5500 as plan administrator.

David Stein — 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

David I Stein's EIN is 33-0695389.

EIN 33-0695389

Plan number 001

Plan year 2024

ACK ID 20250927165335NAL0004470771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David I Stein from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David I Stein's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID I STEIN.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

DAVID I STEIN

DBA

DAVID I STEIN CPA

EIN

all filings

Address

90 COTTONWOOD CIRCLE · ROLLING HILLS ESTATES, CA · 90274

Phone

(858) 457-5967

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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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