Original filing (PDF)20251009111354NAL0006498145002

JAMAN L. KIM, CPA, P.C.

Name: JAMAN L. KIM, CPA, P.C. — JAMAN L. KIM RETIREMENT PLAN, Form 5500 (2024)
Creator: JAMAN L. KIM, CPA, P.C.

Form 5500-SF

FILING_RECEIVED

JAMAN L. KIM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 JAMAN L. KIM, CPA, P.C..

Plan sponsor

Name

JAMAN L. KIM, CPA, P.C.

EIN

11-3375298

Address

455 SUNRISE HIGHWAY · WEST ISLIP, NY · 117952102

Phone

(631) 321-8370

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

HUBER & WEAKLAND, P.C.

HUBER & WEAKLAND, P.A., PROFIT SHARING PLAN

$2.3M · 1 participants

WIEDERMAN & ASSOCIATES, INC.

WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

$2.3M · 1 participants

MCMULLEN MCPHEE AND COMPNAY LLC

MCMULLEN MCPHEE & COMPANY 401K RETIREMENT PLAN

$2.3M · 13 participants

ACQUAVELLA CHIARELLI SHUSTER LLP

ACQUAVELLA CHIARELLI SHUSTER LLP 401K PROFIT SHARING PLAN

$2.3M · 21 participants

ENGAGE ADVISORS LLC

ENGAGE ADVISORS LLC 401(K) PROFIT SHARING PLAN