Original filing (PDF)20250604130621NAL0019376096001

GASSMAN & GASSMAN, CPA, P.C.

Name: GASSMAN & GASSMAN, CPA, P.C. — GASSMAN & GASSMAN, CPA, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GASSMAN & GASSMAN, CPA, P.C.

Form 5500-SF

FILING_RECEIVED

GASSMAN & GASSMAN, CPA, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 GASSMAN & GASSMAN, CPA, P.C..

Plan sponsor

Name

GASSMAN & GASSMAN, CPA, P.C.

EIN

11-3147915

Address

5154 LAKE CATALINA DRIVE, UNIT C · BOCA RATON, FL · 33496

Phone

(631) 482-7460

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

2025-06-04

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

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CLINE & ALLEN, LLP

CLINE & ALLEN, LLP 401(K) PLAN

$2.7M · 4 participants

FIELDS, NEMEC & CO., P.C.

FIELDS, NEMEC & CO., P.C. EMPLOYEES 401(K) PLAN

$2.7M · 23 participants

TODRES & COMPANY, LLP

TODRES & COMPANY, LLP 401(K) PROFIT SHARING PLAN & TRUST

$2.7M · 6 participants

J. S. RICHTER, LTD.

J. S. RICHTER, LTD. 401(K) PLAN & TRUST

$2.7M · 9 participants

WILLIAMSON & ASSOCIATES, INC.

WILLIAMSON & ASSOCIATES, INC RETIREMENT SAVINGS PLAN