Original filing (PDF)20250729085914NAL0001192707001

MARK V. DENNIS, CPA

Name: MARK V. DENNIS, CPA — MARK V. DENNIS, CPA 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MARK V. DENNIS, CPA

Form 5500-SF

FILING_RECEIVED

MARK V. DENNIS, CPA 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 MARK V. DENNIS, CPA.

Plan sponsor

Name

MARK V. DENNIS, CPA

EIN

14-1688335

Address

504 HAIGHT AVENUE · POUGHKEEPSIE, NY · 12603

Phone

(845) 454-9048

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

2025-07-29

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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