Original filing (PDF)20250807141040NAL0011093554001

KANTER & ASSOCIATES PA CPA

Name: KANTER & ASSOCIATES PA CPA — KANTER & ASSOCIATES PA CPA 401K, Form 5500 (2024)
Creator: KANTER & ASSOCIATES PA CPA

Form 5500-SF

FILING_RECEIVED

KANTER & ASSOCIATES PA CPA 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KANTER & ASSOCIATES PA CPA.

Plan sponsor

Name

KANTER & ASSOCIATES PA CPA

EIN

02-0642656all filings

Address

411 SAINT PETERSBURG DRIVE W · OLDSMAR, FL · 34677

Phone

(813) 855-5433

Industry

CPA Offices· 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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HONGXIN WEALTH & TAX PLANNING GROUP (US) LLC

HONGXIN ACCOUNTING AND FINANCIAL 401(K) PLAN

$140K · 3 participants

ALLAN N. COHEN CPA, P.C.

ALLAN N. COHEN P.C. 401K PLAN & TRUST

$140K · 1 participants

SIMON KELVINGTON, LLC

SIMON KELVINGTON, LLC 401(K) RETIREMENT PLAN

$140K · 12 participants

GOLDSTEIN WEISS, CPAS

GOLDSTEIN WEISS, CPAS 401(K) PLAN

$139K · 4 participants

MAXVAL TAX & ACCOUNTING, INC.

MAXVAL TAX & ACCOUNTING, INC. PENSION PLAN

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