Original filing (PDF)20250320092912NAL0009640480001

PAUL R. GERTELMAN CPA, PC

Name: PAUL R. GERTELMAN CPA, PC — PAUL R. GERTELMAN CPA, PC PENSION PLAN, Form 5500 (2024)
Creator: PAUL R. GERTELMAN CPA, PC

Form 5500-SF

FILING_RECEIVED

PAUL R. GERTELMAN CPA, PC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 PAUL R. GERTELMAN CPA, PC.

Plan sponsor

Name

PAUL R. GERTELMAN CPA, PC

EIN

13-3506154

Address

415 CROSSWAY PARK DRIVE · WOODBURY, NY · 117972055

Phone

(516) 944-7100

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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