Original filing (PDF)20250413140301NAL0000916304001

BUSH & GERMAIN CPA PC

Name: BUSH & GERMAIN CPA PC — BUSH & GERMAIN CPA PC EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BUSH & GERMAIN CPA PC

Form 5500-SF

FILING_RECEIVED

BUSH & GERMAIN CPA PC EMPLOYEE PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUSH & GERMAIN CPA PC.

Plan sponsor

Name

BUSH & GERMAIN CPA PC

EIN

16-1279043all filings

Address

620 ERIE BLVD W STE 203 · SYRACUSE, NY · 13204

Phone

(315) 424-1145

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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