Original filing (PDF)20251230114209NAL0018746801001

KURZMAN, DEMPSEY & KOWALKER, LLP

Name: KURZMAN, DEMPSEY & KOWALKER, LLP — THE KURZMAN & SCIBETTA RETIREMENT PLAN, Form 5500 (2024)
Creator: KURZMAN, DEMPSEY & KOWALKER, LLP

Form 5500-SF

FILING_RECEIVED

THE KURZMAN & SCIBETTA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURZMAN, DEMPSEY & KOWALKER, LLP.

Plan sponsor

Name

KURZMAN, DEMPSEY & KOWALKER, LLP

EIN

04-2561994

Address

1017 TURNPIKE STREET · CANTON, MA · 02021

Phone

(781) 828-9420

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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HUSAMI & ASSOCIATES