Original filing (PDF)20250503173139NAL0003846259001

Michael S. Elstein, P.A.

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

Form 5500-SF

FILING_RECEIVED

S.I.M.Z. Investment Trust II

Defined-benefit pension plan · Michael S. Elstein, P.A.'s S.I.M.Z. Investment Trust II filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Michael S. Elstein signed Michael S. Elstein, P.A.'s 2024 Form 5500 as plan administrator.

Michael S. Elstein — 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

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

EIN 65-1144283

Plan number 002

Plan year 2024

ACK ID 20250503173139NAL0003846259001

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 a defined-benefit pension formula.

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 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