· 2022–2024 · DOL EFAST2

ATLANTIC ACCOUNTING ASSOCIATES — ATLANTIC ACCOUNTING ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250515140848NAL0019696241001

ATLANTIC ACCOUNTING ASSOCIATES

Form 5500-SF

FILING_RECEIVED

ATLANTIC ACCOUNTING ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

3

Accounts w/ balance

1

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

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

56

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

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 ATLANTIC ACCOUNTING ASSOCIATES.

Plan sponsor

Name

ATLANTIC ACCOUNTING ASSOCIATES

EIN

20-0572502all filings

Address

3025 ENGLISH CREEK AVE · EGG HARBOR TOWNSHIP, NJ · 082349709

Phone

(609) 569-1169

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

2025-05-15

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

RALEIGH INC 401(K) PLAN & TRUST

$57K · 2 participants

CS ACCOUNTING & TAX SERVICES INC

CS ACCOUNTING & TAX SERVICES INC 401K PSP

$57K · 5 participants

TRIPLE CROSS ACCOUNTING, LLC

TRIPLE CROSS ACCOUNTING 401(K) PLAN

$57K · 3 participants

THE KINGSLAND COMPANY, P.C.

THE KINGSLAND COMPANY 401(K) PLAN

$57K · 3 participants

$57K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.