Original filing (PDF)20250728144331NAL0002217841005

SHORSTEIN & SHORSTEIN, P.A.

Name: SHORSTEIN & SHORSTEIN, P.A. — SHORSTEIN & SHORSTEIN, PA 401K PLAN, Form 5500 (2024)
Creator: SHORSTEIN & SHORSTEIN, P.A.

Form 5500-SF

FILING_RECEIVED

SHORSTEIN & SHORSTEIN, PA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

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 SHORSTEIN & SHORSTEIN, P.A..

Plan sponsor

Name

SHORSTEIN & SHORSTEIN, P.A.

EIN

59-2701990

Address

8265 BAYBERRY ROAD · JACKSONVILLE, FL · 322567432

Phone

(904) 739-1311

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

2025-07-28

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

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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