Original filing (PDF)20250908085457NAL0011830195001

ANSEL & SLOTOPOLSKY LLP

Name: ANSEL & SLOTOPOLSKY LLP — VISION FINANCIAL GROUP CPAS, LLP 401(K) PLAN, Form 5500 (2024)
Creator: ANSEL & SLOTOPOLSKY LLP

Form 5500-SF

FILING_RECEIVED

VISION FINANCIAL GROUP CPAS, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 ANSEL & SLOTOPOLSKY LLP.

Plan sponsor

Name

ANSEL & SLOTOPOLSKY LLP

DBA

VISION FINANCIAL GROUP CPAS, LLP

EIN

20-0452969

Address

1131 CAMPUS DRIVE WEST · MORGANVILLE, NJ · 07751

Phone

(732) 536-5595

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ABARE, KRESGE & ASSOCIATES CPAS, LLC

ABARE KRESGE & ASSOCIATES, CPAS, LLC RETIREMENT PLAN AND TRUST

$1.4M · 19 participants

ANDRE ASSOCIATES, PC

ANDRE + ASSOCIATES, PC 401(K) PLAN

$1.5M · 23 participants

CMA GROUP LLC

CMA GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 4 participants

LEMERT, HOLDER, OHM PLLC

LEMERT, HOLDER, OHM 401K PLAN

$1.5M · 17 participants

I STEFANIA CPA PC

I STEFANIA CPA PC PROFIT SHARING PLAN

$1.5M · 2 participants