Original filing (PDF)20251008134825NAL0003328883001

DAVID KOSTINAS

Name: DAVID KOSTINAS — DAVID KOSTINAS INDIVIDUAL CASH BALANCE PLAN, Form 5500 (2024)
Creator: DAVID KOSTINAS

Form 5500-SF

FILING_RECEIVED

DAVID KOSTINAS INDIVIDUAL CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

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 DAVID KOSTINAS.

Plan sponsor

Name

DAVID KOSTINAS

EIN

88-2086107all filings

Address

2145 ABERDEEN LANE · UNIT 201 · NAPLES, FL · 34109

Phone

(609) 577-0838

Industry

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

2025-10-08

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

PYTHONWISE INC

CONSULTADD 401(K) BENEFIT PLAN

$224K · 63 participants

HWC CONSULTANTS, LLC

HWC CONSULTANTS 401(K) PLAN

$224K · 6 participants

UNIVERSITY STAMP CO., INC.

UNIVERSITY STAMP CO., INC. PROFIT SHARING PLAN

$223K · 4 participants

EPC PROJECT MANAGEMENT CONSULTIN

EPC PROJECT MANAGEMENT CONSULTING LLC SE 401(K) PLAN

$224K · 9 participants

QUONUNDRUMS, INC.

QUONUNDRUMS 401(K) PLAN

$223K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.