How big is Menzel CPA PC's plan?

Menzel CPA PC's plan reported $845K in assets and 2 participants for 2025.

Original filing (PDF)20260428135436NAL0005402803001

Menzel CPA PC

Name: Menzel CPA PC — Menzel CPA PC 401(k) Plan, Form 5500 (2025)
Creator: Menzel CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Menzel CPA PC 401(k) Plan

401(k) retirement plan · Menzel CPA PC's Menzel CPA PC 401(k) Plan held $845K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$845K

Net assets (EOY)

$845K

Plan identifiers

Menzel CPA PC's EIN is 04-2718146.

EIN 04-2718146

Plan number 001

Plan year 2025

ACK ID 20260428135436NAL0005402803001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Menzel CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Menzel CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

MENZEL CPA PC

EIN

all filings

Address

1111 ELM STREET · SUITE 24 · WEST SPRINGFIELD, MA · 01089

Phone

(413) 781-4515

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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