Original filing (PDF)20250702093642NAL0007198307001

LEBENSBAUM GREENBERG & BORGWALD CPA

Name: LEBENSBAUM GREENBERG & BORGWALD CPA — LEBENSBAUM, GREENBERG & BORGWALD CPAS PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEBENSBAUM GREENBERG & BORGWALD CPA

Form 5500-SF

FILING_RECEIVED

LEBENSBAUM, GREENBERG & BORGWALD CPAS PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEBENSBAUM GREENBERG & BORGWALD CPA.

Plan sponsor

Name

LEBENSBAUM GREENBERG & BORGWALD CPA

EIN

46-1593373

Address

3601 HAMPSTEAD TURNPIKE STE 505 · LEVITTOWN, NY · 117560000

Phone

(516) 579-7700

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-07-02

Pension benefit codes

2G · Total participant-directed accounts

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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