How big is Daniel N. Steinberg's plan?

Daniel N. Steinberg's plan reported $5.8M in assets and 4 participants for 2025.

Original filing (PDF)20260501110504NAL0000723043001

Daniel N. Steinberg

Name: Daniel N. Steinberg — Daniel N. Steinberg Profit, Form 5500 (2025)
Creator: Daniel N. Steinberg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel N. Steinberg Profit Sharing Plan

Defined-contribution retirement plan · Daniel N. Steinberg's Daniel N. Steinberg Profit Sharing Plan held $5.8M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Daniel N. Steinberg's EIN is 34-1480947.

EIN 34-1480947

Plan number 001

Plan year 2025

ACK ID 20260501110504NAL0000723043001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel N. Steinberg from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel N. Steinberg's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL N. STEINBERG.

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

DANIEL N. STEINBERG

EIN

all filings

Address

5800 MONROE STREET · BLDG A-SUITE 4 · SYLVANIA, OH · 43560

Phone

(567) 408-7638

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator