How big is Jeffrey M Steenberg's plan?

Jeffrey M Steenberg's plan reported $305K in assets and 5 participants for 2022.

Original filing (PDF)20230719131037NAL0002802032001

Jeffrey M Steenberg

Name: Jeffrey M Steenberg — Jeffrey M Steenberg 401(k), Form 5500 (2022)
Creator: Jeffrey M Steenberg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey M Steenberg 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jeffrey M Steenberg's Jeffrey M Steenberg 401(k) Profit Sharing Plan & Trust held $305K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

Jeffrey Steenberg signed Jeffrey M Steenberg's 2022 Form 5500 as plan administrator.

Jeffrey Steenberg — 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

Jeffrey M Steenberg's EIN is 46-4150356.

EIN 46-4150356

Plan number 001

Plan year 2022

ACK ID 20230719131037NAL0002802032001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jeffrey M Steenberg from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jeffrey M Steenberg's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY M STEENBERG.

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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