David B Mirsky, CPA/Pfs, Cfp, Cma
Plan context: DAVID B MIRSKY, CPA/PFS, CFP,CMA
EIN 16-1487897 • Rochester, NY • 8 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$2,221,987
2025 Contributions
$44,853
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 1 | $2,221,987 | $44,853 | $44,853iApproximate average salary by contribution assumption: employee only about $1,121,325 at 4% or $747,550 at 6%; with 50% employer match about $747,550 at 4% or $498,367 at 6%; with 100% employer match about $560,663 at 4% or $373,775 at 6%. |
| DAVID B MIRSKY, CPA/PFS, CFP,CMA | - | 1 | $2,221,987 | $44,853 | $44,853iApproximate average salary by contribution assumption: employee only about $1,121,325 at 4% or $747,550 at 6%; with 50% employer match about $747,550 at 4% or $498,367 at 6%; with 100% employer match about $560,663 at 4% or $373,775 at 6%. |
| Mirsky Financial Management Corp 412E3 Pension Plan | - | 1 | - | - | - |
| 2024 | 2 | 1 | $1,990,698 | $0 | - |
| DAVID B MIRSKY, CPA/PFS, CFP,CMA | - | 1 | $1,990,698 | $0 | - |
| Mirsky Financial Management Corp 412E3 Pension Plan | - | 1 | - | - | - |
| 2023 | 2 | 1 | $1,835,173 | $0 | - |
| DAVID B MIRSKY, CPA/PFS, CFP,CMA | - | 1 | $1,835,173 | $0 | - |
| Mirsky Financial Management Corp 412E3 Pension Plan | - | 1 | - | - | - |
| 2022 | 2 | 1 | $1,631,479 | $10,109 | $10,109iApproximate average salary by contribution assumption: employee only about $252,725 at 4% or $168,483 at 6%; with 50% employer match about $168,483 at 4% or $112,322 at 6%; with 100% employer match about $126,363 at 4% or $84,242 at 6%. |
| DAVID B. MIRSKY CPA PFS CFP CMA | - | 1 | $1,631,479 | $10,109 | $10,109iApproximate average salary by contribution assumption: employee only about $252,725 at 4% or $168,483 at 6%; with 50% employer match about $168,483 at 4% or $112,322 at 6%; with 100% employer match about $126,363 at 4% or $84,242 at 6%. |
| Mirsky Financial Management Corp 412E3 Pension Plan | - | 1 | - | - | - |