How big is Purdy Powers & Co. P.A.'s plan?

Purdy Powers & Co. P.A.'s plan reported $7.0M in assets and 39 participants for 2024.

Original filing (PDF)20250512094010NAL0012570787001

Purdy Powers & Co. P.A.

Name: Purdy Powers & Co. P.A. — Purdy Powers & Company, Form 5500 (2024)
Creator: Purdy Powers & Co. P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purdy Powers & Company 401(k) and Profit Sharing Plan

401(k) retirement plan · Purdy Powers & Co. P.A.'s Purdy Powers & Company 401(k) and Profit Sharing Plan held $7.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Purdy Powers & Co. P.A.'s EIN is 01-0463013.

EIN 01-0463013

Plan number 001

Plan year 2024

ACK ID 20250512094010NAL0012570787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Purdy Powers & Co. P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Purdy Powers & Co. P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PURDY POWERS & CO. P.A..

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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