Original filing (PDF)20250708103308NAL0002592563001

JOSEPH A. ALBANO, CPA, PC

Name: JOSEPH A. ALBANO, CPA, PC — JOSEPH A. ALBANO, CPA, PC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JOSEPH A. ALBANO, CPA, PC

Form 5500-SF

FILING_RECEIVED

JOSEPH A. ALBANO, CPA, PC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 A. ALBANO, CPA, PC.

Plan sponsor

Name

JOSEPH A. ALBANO, CPA, PC

EIN

11-2636839

Address

197 WELLINGTON ROAD · GARDEN CITY, NY · 11530

Phone

(516) 741-6991

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

2025-07-08

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

RICHARD T. DWYER & COMPANY

RICHARD T. DWYER & COMPANY 401(K) PLAN

$3.1M · 5 participants

DEMONTE & FALGOUST, CPA'S, LLC

DEMONTE & FALGOUST, LLC PROFIT SHARING PLAN

$3.1M · 5 participants

FOSTER, GRIFFITH & ALLEN, INC.

FGA EMPLOYEE RETIREMENT PLAN

$3.1M · 22 participants

LERRO & CHANDROSS PLLC

LERROSARBEY PLLC 401K

$3.1M · 60 participants

MOORE MESSINA WEBB LLP

$3.1M · 12 participants