Original filing (PDF)20241101123415NAL0002416947001

CHARLES J. BENWAY CPA

Name: CHARLES J. BENWAY CPA — CHARLES J. BENWAY CPA 401(K) PLAN, Form 5500 (2023)
Creator: CHARLES J. BENWAY CPA

Form 5500-SF

FILING_RECEIVED

CHARLES J. BENWAY CPA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$842K

Net assets (EOY)

$842K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES J. BENWAY CPA.

Plan sponsor

Name

CHARLES J. BENWAY CPA

EIN

13-3628835all filings

Address

359 EAST MAIN STREET #4-A · MT. KISCO, NY · 10549

Phone

(914) 242-0553

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

Related plans

Similar-size CPA Offices plans

GOLDSTEIN & LOGGIA CPAS, LLC

GOLDSTEIN & LOGGIA CPA'S, LLC 401(K) PLAN

$842K · 29 participants

OSBORNE RINCON CERTIFIED PUBLIC ACCOUNTANTS

OSBORNE RINCON 401(K) AND PROFIT SHARING PLAN

$843K · 20 participants

BIRDSONG ADAMS KNIGHT CARROLL LL

BAKC LLP 401K PLAN

$843K · 13 participants

FRANCIS J. LAMB, P.C.

FRANCIS J. LAMB, P.C. DEFINED BENEFIT PLAN

$841K · 5 participants

DOSHIER, PICKENS & FRANCIS, LLC

DOSHIER, PICKENS & FRANCIS EMPLOYEE PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.