How big is J.D. Pantzis, CPA, PC's plan?

J.D. Pantzis, CPA, PC's plan reported $1.3M in assets and 8 participants for 2023.

Original filing (PDF)20240919180203NAL0006576785001

J.D. Pantzis, CPA, PC

Name: J.D. Pantzis, CPA, PC — J.D. Pantzis, CPA, PC, Form 5500 (2023)
Creator: J.D. Pantzis, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.D. Pantzis, CPA, PC Retirement Trust

401(k) retirement plan · J.D. Pantzis, CPA, PC's J.D. Pantzis, CPA, PC Retirement Trust held $1.3M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

James Pantzis signed J.D. Pantzis, CPA, PC's 2023 Form 5500 as plan administrator.

James Pantzis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J.D. Pantzis, CPA, PC's EIN is 11-2995077.

EIN 11-2995077

Plan number 001

Plan year 2023

ACK ID 20240919180203NAL0006576785001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for J.D. Pantzis, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

J.D. Pantzis, CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.D. PANTZIS, CPA, PC.

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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