Original filing (PDF)20250428162045NAL0027589266001

I STEFANIA CPA PC

Name: I STEFANIA CPA PC — I STEFANIA CPA PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: I STEFANIA CPA PC

Form 5500-SF

FILING_RECEIVED

I STEFANIA CPA PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 I STEFANIA CPA PC.

Plan sponsor

Name

I STEFANIA CPA PC

EIN

20-2349232

Address

20 COLUMBIA AVENUE · EAST ROCKAWAY, NY · 11518

Phone

(516) 457-1500

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

2025-04-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

R. D. BARNETT PLLC

R. D. BARNETT PLLC 401(K) PLAN

$1.5M · 11 participants

LEMERT, HOLDER, OHM PLLC

LEMERT, HOLDER, OHM 401K PLAN

$1.5M · 17 participants

CMA GROUP LLC

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

$1.5M · 4 participants

PETERSEN & PETERSON, CPAS PLLC

PETERSEN & PETERSON CPAS 401(K)

$1.5M · 7 participants

ANDRE ASSOCIATES, PC

ANDRE + ASSOCIATES, PC 401(K) PLAN

$1.5M · 23 participants