Original filing (PDF)20250918110908NAL0001330801001

LEON D. ALPERN & COMPANY CPA'S

Name: LEON D. ALPERN & COMPANY CPA'S — LEON D. ALPERN & COMPANY CPA'S PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEON D. ALPERN & COMPANY CPA'S

Form 5500-SF

FILING_RECEIVED

LEON D. ALPERN & COMPANY CPA'S PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 LEON D. ALPERN & COMPANY CPA'S.

Plan sponsor

Name

LEON D. ALPERN & COMPANY CPA'S

EIN

13-2609367

Address

100 CROSSWAYS PARK DR. W. STE 401 · WOODBURY, NY · 11797

Phone

(516) 641-8734

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MILLER, MAYER, SULLIVAN & STEVENS, LLP

MILLER, MAYER, SULLIVAN & STEVENS, LLP 401(K) PROFIT SHARING PLAN

$5.8M · 19 participants

ATCHLEY & ASSOCIATES LLP

ATCHLEY & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

$5.8M · 60 participants

KELLER & MILLER, CERTIFIED PUBLIC ACCOUNTANTS, L.L.P.

KELLER & MILLER 401(K) PROFIT SHARING PLAN AND TRUST

$5.7M · 16 participants

MAGNUSON, MCHUGH & COMPANY, P.A.

MAGNUSON, MCHUGH & COMPANY, P.A. EMPLOYEES PROFIT SHARING PLAN & TRUST

$5.7M · 20 participants