Original filing (PDF)20250926100031NAL0009262689001

STEPHEN C. POPLASKI, CPA, CFP

Name: STEPHEN C. POPLASKI, CPA, CFP — STEPHEN C. POPLASKI, CPA, CFP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEPHEN C. POPLASKI, CPA, CFP

Form 5500-SF

FILING_RECEIVED

STEPHEN C. POPLASKI, CPA, CFP 401(K) PROFIT SHARING PLAN

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 STEPHEN C. POPLASKI, CPA, CFP.

Plan sponsor

Name

STEPHEN C. POPLASKI, CPA, CFP

EIN

05-0395654

Address

85 BEACH STREET, BLDG. D · UNIT 17A · WESTERLY, RI · 02891

Phone

(401) 596-3353

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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