How big is Michael S. Elstein, P.A.'s plan?

Michael S. Elstein, P.A.'s plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20251001144438NAL0014424640001

Michael S. Elstein, P.A.

Name: Michael S. Elstein, P.A. — SIM Investment Trust, Form 5500 (2024)
Creator: Michael S. Elstein, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SIM Investment Trust

401(k) retirement plan · Michael S. Elstein, P.A.'s SIM Investment Trust held $2.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Michael S. Elstein, P.A.'s EIN is 65-1144283.

EIN 65-1144283

Plan number 001

Plan year 2024

ACK ID 20251001144438NAL0014424640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael S. Elstein, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael S. Elstein, P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL S. ELSTEIN, P.A..

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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