Original filing (PDF)20251013142125NAL0000710147001

GETTRY MARCUS CPA, P.C.

Name: GETTRY MARCUS CPA, P.C. — GETTRY MARCUS CPA, P.C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: GETTRY MARCUS CPA, P.C.

Form 5500-SF

FILING_RECEIVED

GETTRY MARCUS CPA, P.C. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GETTRY MARCUS CPA, P.C..

Plan sponsor

Name

GETTRY MARCUS CPA, P.C.

EIN

13-3418879all filings

Address

88 FROEHLICH FARM BOULEVARD · SUITE 300 · WOODBURY, NY · 11797

Phone

(516) 364-3390

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-25

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

BWTP P.C.

BWTP P.C. 401(K) PROFIT SHARING PLAN

FORVIS, LLP

DIXON HUGHES GOODMAN LLP CASH BALANCE PLAN

LOGIE CPA, P.C.

LOGIE CPA, P.C. 401(K) PLAN

BRUNO, P.C.

BRUNO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

JUNG NOVIKOFF & STEVENS, L.L.P.

JUNG NOVIKOFF & STEVENS, L.L.P., 401(K) & PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.