OpenERISA

Steven M. Lustig, Cpa, Clu DBA Lustig Financial

Amherst, NY, 14226

EIN 16-1378976
Plans
2
Total participants
38
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
541211

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Lustig Financial Services Profit Sharing Plan2
2024Form 5500-SF002Lustig Financial Services Profit Sharing Plan2
2024Form 5500-SF003Lustig Financial Services Cash Balance Plan0
2024Form 5500-SF003Lustig Financial Services Cash Balance Plan2
2023Form 5500-SF002Lustig Financial Services Profit Sharing Plan4
2023Form 5500-SF003Lustig Financial Services Cash Balance Plan4
2022Form 5500-SF002Lustig Financial Services Profit Sharing Plan4
2022Form 5500-SF003Lustig Financial Services Cash Balance Plan4
2021Form 5500-SF002Lustig Financial Services Profit Sharing Plan4
2021Form 5500-SF003Lustig Financial Services Cash Balance Plan4
2020Form 5500-SF002Lustig Financial Services Profit Sharing Plan4
2020Form 5500-SF003Lustig Financial Services Cash Balance Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in New York

All New York plan sponsors →