Original filing (PDF)20250115085654NAL0011664851001

JOSEPH J. SZELA & ASSOCIATES, P.C.

Name: JOSEPH J. SZELA & ASSOCIATES, P.C. — JOSEPH J. SZELA & ASSOCIATES, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH J. SZELA & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

JOSEPH J. SZELA & ASSOCIATES, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 JOSEPH J. SZELA & ASSOCIATES, P.C..

Plan sponsor

Name

JOSEPH J. SZELA & ASSOCIATES, P.C.

EIN

04-3108584

Address

426 WORCESTER ROAD · CHARLTON, MA · 015071506

Phone

(508) 248-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JORDAN & COMPANY 401(K)

$2.1M · 16 participants

KENNY & KENNY, P.C.

KENNY & KENNY, P.C. PROFIT SHARING PLAN

$2.1M · 7 participants

MORICE, LIST AND ASSOCIATES, LLC

MORICE, LIST AND ASSOCIATES LLC 401(K) PLAN

$2.1M · 20 participants

LACIAK ACCOUNTANCY GROUP, PC

LACIAK ACCOUNTANCY GROUP, PC PROFIT SHARING PLAN

$2.1M · 11 participants

DAMORE, HAMRIC & SCHNEIDER, INC.

DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN