· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KIVE I. STRICKOFF, P.C. — KIVE I. STRICKOFF, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729141603NAL0007767506001
KIVE I. STRICKOFF, P.C.
Form 5500-SF
FILING_RECEIVED
KIVE I. STRICKOFF, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KIVE I. STRICKOFF, P.C.
.
Find decision makers
Plan sponsor
Name
KIVE I. STRICKOFF, P.C.
EIN
11-2589903
Address
666 OLD COUNTRY ROAD, SUITE 300 · GARDEN CITY, NY · 11530
Phone
(516) 623-1800
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
BEDARD & COMPANY, PC
BEDARD & COMPANY, PC 401(K) P/S PLAN
$2.8M · 2 participants
MARTIN S KOFMAN CPA
MARTIN S KOFMAN CPA PROFIT SHARING PLAN
$2.8M · 2 participants
MERCADANTE & MERCADANTE, P.C.
MERCADANTE & MERCADANTE, P.C. RETIREMENT PLAN
$2.8M · 4 participants
MARK E CLARK, CPA, PSC - SOMERSET, KY
MARK E CLARK, CPA PSC RETIREMENT PLAN
$2.8M · 8 participants
MASTERS, FOWLIE & ENGELBERG, CPAS
MASTERS, FOWLIE & ENGELBERG, CPAS 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.8M · 8 participants
TD CONSULTING GROUP, PC
TD CONSULTING GROUP, PC RETIREMENT PLAN
$2.8M · 9 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
