Original filing (PDF)20251125123145NAL0006819538001

CONDON O'MEARA MCGINTY & DONNELLY LLP

Name: CONDON O'MEARA MCGINTY & DONNELLY LLP — CONDON O'MEARA MCGINTY & DONNELLY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONDON O'MEARA MCGINTY & DONNELLY LLP

Form 5500-SF

FILING_RECEIVED

CONDON O'MEARA MCGINTY & DONNELLY PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$46.1M

Net assets (EOY)

$46.1M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONDON O'MEARA MCGINTY & DONNELLY LLP.

Plan sponsor

Name

CONDON O'MEARA MCGINTY & DONNELLY LLP

EIN

13-3628255

Address

1 BATTERY PARK PLAZA 7TH FLOOR · NEW YORK, NY · 10004

Phone

(212) 661-7777

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

2025-11-25

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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