· 2022–2024 · DOL EFAST2

SKODY SCOT & COMPANY CPA PC — SKODY SCOT & COMPANY CPA PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250723161001NAL0004364737001

SKODY SCOT & COMPANY CPA PC

Form 5500-SF

FILING_RECEIVED

SKODY SCOT & COMPANY CPA PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

15

Accounts w/ balance

13

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SKODY SCOT & COMPANY CPA PC

EIN

13-3597814

Address

520 8TH AVE RM 2200 · NEW YORK, NY · 100184161

Phone

(212) 967-1100

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

FINANCIAL SOLUTION ADVISORS CPA,

FINANCIAL SOLUTION ADVISORS CPA, PLLC 401(K) PROFIT SHARING PLAN

$2.6M · 34 participants

FINCK, RUDNICK & CO

FINCK, RUDNICK & CO 401(K) PLAN & TRUST

$2.6M · 19 participants

SMITH & JUST, P.S.

SMITH & JUST, P.S. SAVINGS PLAN

$2.6M · 2 participants

STAFF CIAMPINO & CO., CPAS, PC

STAFF CIAMPINO & CO., P.C. 401(K) PROFIT SHARING PLAN

$2.6M · 20 participants

PATRICK CASEY & CO. LLP

PATRICK CASEY & CO. LLP 401(K) PROFIT SHARING PLAN