How big is Jeffrey L. Stein, M.D., P.A.'s plan?

Jeffrey L. Stein, M.D., P.A.'s plan reported $656K in assets and 8 participants for 2024.

Original filing (PDF)20251009152840NAL0007214961001

Jeffrey L. Stein, M.D., P.A.

Name: Jeffrey L. Stein, M.D., P.A. — Jeffrey L. Stein, Form 5500 (2024)
Creator: Jeffrey L. Stein, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L. Stein, M.D., P.A. Profit Sharing Plan

Defined-contribution retirement plan · Jeffrey L. Stein, M.D., P.A.'s Jeffrey L. Stein, M.D., P.A. Profit Sharing Plan held $656K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Jeffrey L. Stein, M.D. signed Jeffrey L. Stein, M.D., P.A.'s 2024 Form 5500 as plan administrator.

Jeffrey L. Stein, M.D. — 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 L. Stein, M.D., P.A.'s EIN is 65-0338028.

EIN 65-0338028

Plan number 001

Plan year 2024

ACK ID 20251009152840NAL0007214961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L. Stein, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L. Stein, M.D., P.A.'s plan includes profit-sharing.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score