How big is Thaney & Associates CPAS, PC/PA's plan?

Thaney & Associates CPAS, PC/PA's plan reported $3.0M in assets and 14 participants for 2024.

Original filing (PDF)20250728081915NAL0000623091001

Thaney & Associates CPAS, PC/PA

Name: Thaney & Associates CPAS, PC/PA — Thaney & Associate, Form 5500 (2024)
Creator: Thaney & Associates CPAS, PC/PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thaney & Associates CPAS, PC/PA 401(k) Profit Sharing Plan

401(k) retirement plan · Thaney & Associates CPAS, PC/PA's Thaney & Associates CPAS, PC/PA 401(k) Profit Sharing Plan held $3.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Cassidy Engel signed Thaney & Associates CPAS, PC/PA's 2024 Form 5500 as plan administrator.

Cassidy Engel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thaney & Associates CPAS, PC/PA's EIN is 16-1528030.

EIN 16-1528030

Plan number 001

Plan year 2024

ACK ID 20250728081915NAL0000623091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thaney & Associates CPAS, PC/PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thaney & Associates CPAS, PC/PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THANEY & ASSOCIATES CPAS, PC/PA.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THANEY & ASSOCIATES CPAS, PC/PA

EIN

all filings

Address

2024 W HENRIETTA RD. · BUILDING 4B · ROCHESTER, NY · 14623

Phone

(585) 427-2410

Industry

CPA Offices· Professional & Technical Services

Plan administrator