How big is A.M. Boutzalis, CPA, P.C.'s plan?

A.M. Boutzalis, CPA, P.C.'s plan reported $1.9M in assets and 7 participants for 2024.

Original filing (PDF)20250926070011NAL0010567200001

A.M. Boutzalis, CPA, P.C.

Name: A.M. Boutzalis, CPA, P.C. — A.M. Boutzalis, CPA, Form 5500 (2024)
Creator: A.M. Boutzalis, CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.M. Boutzalis, CPA, P.C. 401(k) Plan

401(k) retirement plan · A.M. Boutzalis, CPA, P.C.'s A.M. Boutzalis, CPA, P.C. 401(k) Plan held $1.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

A.M. Boutzalis, CPA, P.C.'s EIN is 11-3406559.

EIN 11-3406559

Plan number 001

Plan year 2024

ACK ID 20250926070011NAL0010567200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A.M. Boutzalis, CPA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A.M. Boutzalis, CPA, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

A.M. BOUTZALIS, CPA, P.C.

EIN

all filings

Address

377 OAK STREET · SUITE 407 · GARDEN CITY, NY · 11530

Phone

(516) 338-5099

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator