How big is Robert A. Woloshen, CPA, PC's plan?

Robert A. Woloshen, CPA, PC's plan reported $1.7M in assets and 3 participants for 2025.

Original filing (PDF)20260514052013NAL0008160257001

Robert A. Woloshen, CPA, PC

Name: Robert A. Woloshen, CPA, PC — Robert A. Woloshen, Form 5500 (2025)
Creator: Robert A. Woloshen, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert A. Woloshen, CPA, PC 401(k) P/S Plan

401(k) retirement plan · Robert A. Woloshen, CPA, PC's Robert A. Woloshen, CPA, PC 401(k) P/S Plan held $1.7M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Robert A. Woloshen, CPA, PC's EIN is 13-3837810.

EIN 13-3837810

Plan number 001

Plan year 2025

ACK ID 20260514052013NAL0008160257001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Robert A. Woloshen, CPA, PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT A. WOLOSHEN, 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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ROBERT A. WOLOSHEN, CPA, PC

EIN

all filings

Address

29 W. 15TH STREET, SUITE 1 · NEW YORK, NY · 10011

Phone

(212) 843-3486

Industry

CPA Offices· Professional & Technical Services

Plan administrator