How big is Shari Marchbein, M.D., P.C's plan?

Shari Marchbein, M.D., P.C's plan reported $221K in assets and 2 participants for 2024.

Original filing (PDF)20250930062641NAL0016110275001

Shari Marchbein, M.D., P.C

Name: Shari Marchbein, M.D., P.C — Shari Marchbein 401(k), Form 5500 (2024)
Creator: Shari Marchbein, M.D., P.C
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shari Marchbein 401(k) Profit Sharing Plan

401(k) retirement plan · Shari Marchbein, M.D., P.C's Shari Marchbein 401(k) Profit Sharing Plan held $221K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

Plan identifiers

Shari Marchbein, M.D., P.C's EIN is 85-1575392.

EIN 85-1575392

Plan number 001

Plan year 2024

ACK ID 20250930062641NAL0016110275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shari Marchbein, M.D., P.C from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shari Marchbein, M.D., P.C's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARI MARCHBEIN, M.D., P.C.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SHARI MARCHBEIN, M.D., P.C

EIN

all filings

Address

370 LEXINGTON AVENUE, ROOM 1003 · NEW YORK, NY · 10017

Phone

(315) 256-6640

Industry

Professional & Technical Services

Plan administrator