· 2022–2024 · DOL EFAST2

Covati & Janhsen CPAS, PC — Covati & Janhsen CPAS, Form 5500 (2025)

Original filing (PDF)20260721120936NAL0010721841001

Covati & Janhsen CPAS, PC

Form 5500-SF

FILING_RECEIVED

Covati & Janhsen CPAS, PC 401(k) Plan

401(k) retirement plan · Covati & Janhsen CPAS, PC's Covati & Janhsen CPAS, PC 401(k) Plan held $781K in plan assets for 7 participants in 2025.

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$781K

Net assets (EOY)

$781K

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

89

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COVATI & JANHSEN CPAS, PC.

Plan sponsor

Name

COVATI & JANHSEN CPAS, PC

EIN

11-3461263all filings

Address

12 WALNUT STREET · PORT JEFFERSON, NY · 11777

Phone

(631) 928-6300

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Mills and Deflippis, CPAS, LLP

Mills & Deflippis, CPAS LLP 401(k) Plan

$781K · 11 participants

VVV CPA PC 401(k) Plan

$781K · 10 participants

Karen S. Schmidt, CPA, PLLC

Karen S. Schmidt, CPA, PLLC 401(k) Plan

$782K · 2 participants

Joe W. Taylor, CPAS

Joe W. Taylor, CPAS

$781K · 5 participants

Ellsworth & Stout LLC

Ellsworth & Stout LLC 401(k) Plan

$781K · 36 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.