Original filing (PDF)20251217103731NAL0001827427001

STACKEL & NAVARRA CPA PC

Name: STACKEL & NAVARRA CPA PC — STACKEL & NAVARRA CPA PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STACKEL & NAVARRA CPA PC

Form 5500-SF

FILING_RECEIVED

STACKEL & NAVARRA CPA PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STACKEL & NAVARRA CPA PC.

Plan sponsor

Name

STACKEL & NAVARRA CPA PC

EIN

16-1215909

Address

216 WASHINGTON STREET SUITE 402 · WATERTOWN, NY · 136010000

Phone

(315) 782-1220

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2025-12-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

CERRONE, GRAHAM & SHEPHERD, PC

CERRONE, GRAHAM & SHEPHERD, PC 401(K) PLAN

$2.3M · 12 participants

SUGGS & COMPANY PA

TERRAY SUGGS P.A 401(K) PLAN

$2.3M · 17 participants

YAP & LITTLE, INC., CERTIFIED PUBLIC ACCOUNTANTS

YAP & LITTLE, INC., CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING PLAN

$2.3M · 9 participants

KEITH ALTIZER & COMPANY, P.A.

KEITH ALTIZER & CO. 401(K) PLAN

$2.3M · 8 participants

COBBINS & SEILER CPA, LLC

COBBINS & SEILER CPA, LLC 401(K) PLAN