· 2022–2024 · DOL EFAST2

Gary Lerman, CPA, PLLC. — Gary Lerman, CPA, PLLC., Form 5500 (2024)

Original filing (PDF)20251010212816NAL0019535506001

Gary Lerman, CPA, PLLC.

Form 5500-SF

FILING_RECEIVED

Gary Lerman, CPA, PLLC. 401(k) Profit Sharing Plan

401(k) retirement plan · Gary Lerman, CPA, PLLC.'s Gary Lerman, CPA, PLLC. 401(k) Profit Sharing Plan held $2.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY LERMAN, CPA, PLLC..

Plan sponsor

Name

GARY LERMAN, CPA, PLLC.

EIN

20-2275337all filings

Address

268 ROUTE 202 P.O. BOX 528 · SOMERS, NY · 10589

Phone

(914) 277-8689

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

GARY LERMAN, CPA, PLLC.

EIN

20-2275337

City

SOMERS, NY

Phone

(914) 277-8689

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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