Original filing (PDF)20250626104836NAL0021274882001

SCOTT GOTTLIEB, CPA

Name: SCOTT GOTTLIEB, CPA — SCOTT GOTTLIEB, CPA 401(K) PLAN, Form 5500 (2024)
Creator: SCOTT GOTTLIEB, CPA

Form 5500-SF

FILING_RECEIVED

SCOTT GOTTLIEB, CPA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT GOTTLIEB, CPA.

Plan sponsor

Name

SCOTT GOTTLIEB, CPA

EIN

11-3393767

Address

370 CAMINO GARDENS BLVD · SUITE 322 · BOCA RATON, FL · 33432

Phone

(631) 253-2722

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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