How big is Paul R. Gertelman CPA, PC's plan?

Paul R. Gertelman CPA, PC's plan reported $3.6M in assets and 3 participants for 2025.

Original filing (PDF)20260331124159NAL0000042849001

Paul R. Gertelman CPA, PC

Name: Paul R. Gertelman CPA, PC — Paul R. Gertelman CPA, Form 5500 (2025)
Creator: Paul R. Gertelman CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul R. Gertelman CPA, PC Pension Plan

Defined-benefit pension plan · Paul R. Gertelman CPA, PC's Paul R. Gertelman CPA, PC Pension Plan held $3.6M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Paul R. Gertelman CPA, PC's EIN is 13-3506154.

EIN 13-3506154

Plan number 002

Plan year 2025

ACK ID 20260331124159NAL0000042849001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Paul R. Gertelman CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Paul R. Gertelman CPA, PC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL R. GERTELMAN CPA, PC.

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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 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