Original filing (PDF)20250607082502NAL0022467472001

DENNIS & ASSOCIATES, PC

Name: DENNIS & ASSOCIATES, PC — DENNIS & ASSOCIATES SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)
Creator: DENNIS & ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

DENNIS & ASSOCIATES SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 DENNIS & ASSOCIATES, PC.

Plan sponsor

Name

DENNIS & ASSOCIATES, PC

EIN

04-3300206

Address

176 GRANITE STREET · QUINCY, MA · 02169

Phone

(617) 479-6300

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

2025-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LAROSA & BILLE, P.C.

LAROSA & BILLE, P.C. 401K PLAN

$2.9M · 4 participants

HAWTHORN, WAYMOUTH & CARROLL, LLP

HAWTHORN, WAYMOUTH & CARROLL, LLP 401(K) PROFIT SHARING PLAN

$2.9M · 14 participants

SCHMITZ, RINI & ASSOCIATES, PLLC

SCHMITZ, RINI & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

$2.9M · 9 participants

WALSH & DICKINSON

WALSH & DICKINSON RETIREMENT PLAN

$2.9M · 7 participants

WARD ACCOUNTANCY, INC.

WAI 401(K) PLAN

$2.9M · 21 participants