Original filing (PDF)20250722150406NAL0002937937001

LUTZ SELIG & ZERONDA CPAS, LLP

Name: LUTZ SELIG & ZERONDA CPAS, LLP — LUTZ SELIG & ZERONDA LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LUTZ SELIG & ZERONDA CPAS, LLP

Form 5500-SF

FILING_RECEIVED

LUTZ SELIG & ZERONDA LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 LUTZ SELIG & ZERONDA CPAS, LLP.

Plan sponsor

Name

LUTZ SELIG & ZERONDA CPAS, LLP

EIN

14-1745230

Address

3748 STATE HIGHWAY 30 · AMSTERDAM, NY · 120106502

Phone

(518) 783-7200

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WILSON & ASSOCIATES LLC

WILSON & ASSOCIATES LLC SAFE HARBOR 401(K) PLAN

$2.8M · 8 participants

GIFT & ASSOCIATES, LLC

GIFT CPAS DREAM FUND

$2.8M · 50 participants

GOLDMAN, HUNT & NOTZ, C.P.A.S

GOLDMAN, HUNT & NOTZ, C.P.A.S PROFIT SHARING & 401(K) PLAN

$2.8M · 12 participants

CARVER FLOREK & JAMES

CARVER FLOREK & JAMES 401K PLAN

$2.8M · 37 participants

JOHNSON MESSAL BRISTOW PLLC

JOHNSON MESSAL BRISTOW PLLC 401(K) PLAN

$2.8M · 14 participants