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FIRLEY, MORAN, FREER & EASSA, CPA, P.C. — FIRLEY, MORAN, FREER & EASSA, CPA, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250714095647NAL0000762819001
FIRLEY, MORAN, FREER & EASSA, CPA, P.C.
Form 5500-SF
FILING_RECEIVED
FIRLEY, MORAN, FREER & EASSA, CPA, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
87
Plan assets (EOY)
$33.0M
Net assets (EOY)
$33.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FIRLEY, MORAN, FREER & EASSA, CPA, P.C.
.
Find decision makers
Plan sponsor
Name
FIRLEY, MORAN, FREER & EASSA, CPA, P.C.
EIN
16-1148763
Address
125 EAST JEFFERSON STREET · SUITE 920 · SYRACUSE, NY · 13202
Phone
(315) 472-7045
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
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
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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