Original filing (PDF)20250313133129NAL0041261714001

SCHAEFFER FINK & MOSS, P.C.

Name: SCHAEFFER FINK & MOSS, P.C. — LEVINE SCHAEFFER FINK & MOSS, P.C. 401 (K) PLAN, Form 5500 (2024)
Creator: SCHAEFFER FINK & MOSS, P.C.

Form 5500-SF

FILING_RECEIVED

LEVINE SCHAEFFER FINK & MOSS, P.C. 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SCHAEFFER FINK & MOSS, P.C..

Plan sponsor

Name

SCHAEFFER FINK & MOSS, P.C.

EIN

83-1983117

Address

500 BI-COUNTY BOULEVARD · SUITE 106 · FARMINGDALE, NY · 11735

Phone

(212) 840-1610

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

2025-03-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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