Original filing (PDF)20250916084543NAL0001798497001

BURZENSKI & COMPANY, P.C.

Name: BURZENSKI & COMPANY, P.C. — BURZENSKI & COMPANY PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: BURZENSKI & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

BURZENSKI & COMPANY PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURZENSKI & COMPANY, P.C..

Plan sponsor

Name

BURZENSKI & COMPANY, P.C.

EIN

06-1120541

Address

100 SOUTH SHORE DR. · MARINERS POINT · EAST HAVEN, CT · 06512

Phone

(203) 468-8133

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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size CPA Offices plans

BREGANTE + COMPANY LLP

BREGANTE + COMPANY PROFIT SHARING 401(K) PLAN

$13.4M · 52 participants

ABELES AND HOFFMAN, P. C.

ABELES AND HOFFMAN, P. C. RETIREMENT SAVINGS PLAN

$13.3M · 40 participants

ARSEMENT, REDD, GARDNER & BENOIT, LLC

ARSEMENT, REDD, GARDNER & BENOIT, LLC PROFIT SHARING 401K PLAN

$13.4M · 40 participants

PATTILLO, BROWN & HILL, L.L.P.

PATTILLO, BROWN & HILL, LLP 401(K) PROFIT SHARING PLAN & TRUST

$13.4M · 162 participants

BROWN GRAHAM & COMPANY, P.C.