Original filing (PDF)20251007191932NAL0004960577001

ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC.

Name: ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. — ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

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 ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC..

Plan sponsor

Name

ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC.

EIN

42-1570594all filings

Address

3930 STATE ROAD 64 E · BRADENTON, FL · 34208

Phone

(941) 749-5364

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator