How big is Stephen M. Wallenstein's plan?

Stephen M. Wallenstein's plan reported $959K in assets and 1 participants for 2024.

Original filing (PDF)20250730134057NAL0002407203001

Stephen M. Wallenstein

Name: Stephen M. Wallenstein — Stephen M. Wallenstein, Form 5500 (2024)
Creator: Stephen M. Wallenstein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen M. Wallenstein Defined Benefit Pension Plan

Defined-benefit pension plan · Stephen M. Wallenstein's Stephen M. Wallenstein Defined Benefit Pension Plan held $959K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$959K

Net assets (EOY)

$959K

Plan identifiers

Stephen M. Wallenstein's EIN is 52-1433501.

EIN 52-1433501

Plan number 001

Plan year 2024

ACK ID 20250730134057NAL0002407203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen M. Wallenstein from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen M. Wallenstein's plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score