Original filing (PDF)20240625132007NAL0015381586001

ELLIOTT ALWAIS, CPA

Name: ELLIOTT ALWAIS, CPA — ELLIOTT ALWAIS, CPA PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ELLIOTT ALWAIS, CPA

Form 5500-SF

FILING_RECEIVED

ELLIOTT ALWAIS, CPA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ELLIOTT ALWAIS, CPA

EIN

11-3340788all filings

Address

30 W 61ST ST APT 12H · NEW YORK, NY · 100237611

Phone

(212) 397-1770

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-25

Pension benefit codes

2E · Profit-sharing

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

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