Original filing (PDF)20250714102407NAL0002461810001

SCHATZ STEINBERG PC

Name: SCHATZ STEINBERG PC — SCHATZ & STEINBERG PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SCHATZ STEINBERG PC

Form 5500-SF

FILING_RECEIVED

SCHATZ & STEINBERG PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 SCHATZ STEINBERG PC.

Plan sponsor

Name

SCHATZ STEINBERG PC

EIN

47-5132470

Address

1500 JOHN F KENNEDY BLVD STE 1300 · PHILADELPHIA, PA · 191021729

Phone

(215) 845-0250

Industry

Other Services (ex. Public Admin)see 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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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JM WELDING CO