Original filing (PDF)20250527120617NAL0003957731001

JASON KIRSHBAUM DVM PC

Name: JASON KIRSHBAUM DVM PC — JASON KIRSHBAUM DVM PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: JASON KIRSHBAUM DVM PC

Form 5500-SF

FILING_RECEIVED

JASON KIRSHBAUM DVM PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON KIRSHBAUM DVM PC.

Plan sponsor

Name

JASON KIRSHBAUM DVM PC

EIN

85-1857628all filings

Address

350 EAST MONTAUK HIGHWAY · LINDENHURST, NY · 11757

Phone

(631) 988-0332

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Professional & Technical Services plans

MOOSAVI DENTAL, LLC DBA SICKLERVILLE DENTAL EXCELLENCE

SICKLERVILLE DENTAL EXCELLENCE 401(K) PROFIT SHARING PLAN

$266K · 15 participants

TENDER HEART ANIMAL HOSPITAL

TENDER HEART 401K PROFIT SHARING PLAN

$266K · 4 participants

JONES THREE VILLAGE ANIMAL HOSPITAL, P.C. DBA THREE VILLAGE VETERINARY

THE THREE VILLAGE ANIMAL HOSPITAL 401(K) SAVINGS PLAN

$266K · 8 participants

BAISEL EQUINE VETERINARY SERVICES INC

BAISEL EQUINE VETERINARY SERVICES INC 401K PROFIT SHARING PLAN

$266K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.