Original filing (PDF)20251014132254NAL0001452371001

SCOTT S. ZURAT, CFP

Name: SCOTT S. ZURAT, CFP — SCOTT S. ZURAT, CFP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCOTT S. ZURAT, CFP

Form 5500-SF

FILING_RECEIVED

SCOTT S. ZURAT, CFP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SCOTT S. ZURAT, CFP.

Plan sponsor

Name

SCOTT S. ZURAT, CFP

EIN

16-1544546

Address

10070 DANIELS INTERSTATE COURT · #230 · FORT MYERS, FL · 33913

Phone

(585) 259-1616

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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