How big is Perlson LLP's plan?

Perlson LLP's plan reported $6.6M in assets and 27 participants for 2024.

Original filing (PDF)20251015192223NAL0002811683001

Perlson LLP

Name: Perlson LLP — Perlson LLP 401(k) Plan, Form 5500 (2024)
Creator: Perlson LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perlson LLP 401(k) Plan

401(k) retirement plan · Perlson LLP's Perlson LLP 401(k) Plan held $6.6M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

Perlson LLP's EIN is 11-2717013.

EIN 11-2717013

Plan number 001

Plan year 2024

ACK ID 20251015192223NAL0002811683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perlson LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perlson LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERLSON LLP.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PERLSON LLP

EIN

all filings

Address

1000 WOODBURY ROAD, SUITE 102 · WOODBURY, NY · 11797

Phone

(516) 541-0022

Industry

CPA Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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