Original filing (PDF)20251013152037NAL0002300304001

JE RYAN & ASSOCIATES INC.

Name: JE RYAN & ASSOCIATES INC. — JE RYAN & ASSOCIATES INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JE RYAN & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

JE RYAN & ASSOCIATES INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 JE RYAN & ASSOCIATES INC..

Plan sponsor

Name

JE RYAN & ASSOCIATES INC.

EIN

11-3363021

Address

60 LARCH LANE · MASSAPEQUA PARK, NY · 11762

Phone

(516) 417-1947

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

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

JOSEPH CUSANO, CPA, PC

JOSEPH CUSANO, CPA, PC 401(K) P/S PLAN

$593K · 3 participants

CHARTERED INTERNATIONAL, LLP

CHARTERED INTERNATIONAL, L.L.P. DEFINED BENEFIT PENSION PLAN

$594K · 13 participants

LANCIANO & ASSOCIATES, LLC

LANCIANO & ASSOCIATES, LLC CASH BALANCE PLAN

$593K · 7 participants

EDMONSON BULLARD & CO., LTD.

EDMONSON BULLARD & CO LTD 401(K) PLAN

$593K · 6 participants

STRATEGIC TAX PLANNING LLC

STRATEGIC TAX PLANNING 401K

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.