· 2022–2024 · DOL EFAST2

ROBINSON & GORDON, CPAS, P.C. — ROBINSON & GORDON, CPAS, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250718140935NAL0001874113001

ROBINSON & GORDON, CPAS, P.C.

Form 5500-SF

FILING_RECEIVED

ROBINSON & GORDON, CPAS, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBINSON & GORDON, CPAS, P.C..

Plan sponsor

Name

ROBINSON & GORDON, CPAS, P.C.

EIN

20-0698398

Address

1148 STONEGATE DRIVE · WEBSTER, NY · 14580

Phone

(525) 734-8343

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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

Related plans

Similar-size CPA Offices plans

STEPHEN GAUDINO, CPA, CFP, PC

STEPHEN GAUDINO, CPA, CFP, PC 401(K) PLAN

$2.2M · 7 participants

AMNON MIZRAHI, CPA

AMNON MIZRAHI PROFIT SHARING 401(K) PLAN

$2.2M · 8 participants

A.M. JONES, C.P.A., P.A.

A.M. JONES, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

$2.2M · 1 participants

BSB ASSOCIATES, LTD.

BSB ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN

$2.2M · 12 participants

ROBERT K CHALBERG, LTD

ROBERT K. CHALBERG, LTD 401(K) PLAN