JAY GELBEIN AND COMPANY CERTIFIED PUBLIC ACCOUNTS LLP
Form 5500-SF
FILING_RECEIVED
JAY GELBEIN, CPA PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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
81
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAY GELBEIN AND COMPANY CERTIFIED PUBLIC ACCOUNTS LLP.
Plan sponsor
Name
JAY GELBEIN AND COMPANY CERTIFIED PUBLIC ACCOUNTS LLP
EIN
81-2882294
Address
1212 WILLOWBROOK ROAD · STATEN ISLAND, NY · 10314
Phone
(718) 494-1423
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
